Jeff Turner

Office: Chattanooga
7213 Noah Reid Road Suite 102
Chattanooga, TN 37421

Contact
Jeff.turner@continuumpp.com
Direct: (423) 702-8947
Fax: (423) 266-3018

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Our Partners- Jeff Turner

Jeff's Team

Charles V. Collins, CHFC
Charles V. Collins, CHFC
Partner
charlescollins@continuumpp.com
(423) 702-8943
Edee H. Sloan, LUTCF
Business Manager/ Partner
edee.sloan@continuumpp.com
Valecia Horton
Valecia Horton
valeciahorton@continuumpp.com
615-309-6370
Kip Paxton
Kip Paxton
Investment Processing Manager
kip.paxton@continuumpp.com
615-309-6342

Financial success can be the result of organizing resources effectively and efficiently to save time, energy, and cost.

Many clients have done a good job of addressing financial problems and issues as they crop up during their lives. Unfortunately, some rarely adjust or update these strategies as time goes by. Worse yet, the legal and tax environments change so rapidly, even those strategies that worked a few years ago may backfire without careful monitoring.

From early in high school and college, I knew I wanted to be a financial planner. It’s sad to say, but although my father worked in the insurance industry, he passed away very prematurely with virtually no assets. I turned 23 that year, at which time my 82 year old grandmother became my responsibility. It taught me a significant lesson in what NOT to do with regard to planning.

My preference is to work with individuals whose situation calls for a team of advisors, such as attorneys, accountants, property & casualty agents, etc. My role is to pull that team together and work in harmony with the client’s goals. This could apply to any number of professionals who have a complex situation, or to owners of a business who need to focus more of their attention on running the business and ways to keep it healthy.

Areas of Expertise:

  • Tax Minimization Strategies
  • Executive Compensation Packages
  • Investment Management
  • Qualified Retirement Plans
  • Retirement Income Strategies
  • Personal Protection Strategies
  • Education Funding
  • Access to Trust Services/Management

Education:

University of Tennessee BS in Finance, Summa CumLaude
Master of Business Administration – The University of Tennessee Chattanooga
Certified Financial Planner™
Accredited Estate Planner®
Special Care Planner*
Chartered Financial Consultant
Charter Life Underwriter

Affiliations:

National Association of Estate Planners & Councils - Board of Directors
Chattanooga Estate Planning Council – Past President
McCallie School - Alumni Council
McCallie School - Personal Finance Team Coach (State & National Champions)
College of Business, The University of Tennessee Chattanooga - Adjunct Faculty

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

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More About Jeff...

Jeff joined Capital Financial Group (CFG) in 2003. He became a member of Continuum Planning Partners (CPP) in 2015, which was launched in order to provide a higher level of planning to clients with more complex situations. Prior to joining CFG, Jeff was the Director of Branch Operations for Associated Securities Corporation in Newport Beach, CA, part of a nationally recognized financial planning organization. Jeff graduated Summa Cum Laude with a BS in Finance
the University of Tennessee, Knoxville. Shortly after, he acquired his MBA while working for a Fortune 500 insurance company. Since then, his focus has been on acquiring the ChFC, AEP, and CFP® professional designations and also donating time to make the industry better - mainly by helping educate high school and college students on financial planning topics. Jeff and his wife Tricia live in downtown Chattanooga with their two children CeCe and Will and rescue dog Gigi.
Interested in working with Jeff? Set up a time to talk and learn how he can help you build a plan to reach your financial goals.