Jason Peeples

Financial Planner

OFFICE: Memphis
618 Oakleaf Office Lane, Suite 300
Memphis, Tennessee 38117
(901) 322-9103

CONTACT
jason.peeples@continuumpp.com
Direct: (901) 322-9103
Fax: (901) 322-0294

Find me on LinkedIn

Setting a vision for where you want to be in your financial life is the most important step in meeting your goals. However, most people have not taken the time to set those goals or have not kept up with them as their life has changed. Our job is to be your coach to set realistic goals and stay by your side to help you reach them.

Common concerns we hear when first working with clients is the fear of outliving their incomes and providing security for their families. These concerns typically come from a lack of coordination in their financial planning where they may not be aware of how past decisions affect other portions of their financial life. Another root of these concerns could be that they have not taken the time to set goals and track their progress towards them.

My goal is to help individuals and business owners define their financial objectives and implement strategies to help them reach those goals. This is accomplished through a long-term relationship where we act as their coach to stay on track, or change course when life throws a curveball.

After several years in public accounting, I wanted to pursue my passion of working with individuals and business owners to help them reach their life and financial goals. The favorite part of my business is when after years of working with an individual, family or business owners, we realize and they obtain their life goals.

AREAS OF EXPERTISE:
Financial Planning
Education Planning
Investment Management
Qualified Retirement Plans
Retirement Income Strategies
Executive Compensation Plans
Income Taxes Planning/Reduction Strategies
Employee Benefit Plans
Personal Protection Strategies
Business Succession Plans
Estate Planning
Charitable Gifting Planning

EDUCATION:
University of Memphis - Accounting
CERTIFIED FINANCIAL PLANNERâ„¢ certification
Master of Science in Financial Services from The American College

AFFILIATIONS:
2009 Five Star Top 5% Wealth Manager – Memphis Area
Member Memphis Financial Planning Association
Member Christ United Methodist Church
Eagle Scout

Divisions:
Executives

Jason's Team:
DONNA BERRY
Executive Assistant
donna.berry@continuumpp.com
(901) 322-9103