Guiding Your Team to Help You Meet Your Financial Goals


Peter D. Jepson guides the spirit of team planning to help benefit clients with financial success, helping you to coordinate your planning in an effective and cost efficient manner. We help our clients by creating and executing financial programs designed to meet your specific goals.
We offer a wealth of information about estate preservation and additional information in newsletter articles, calculators, and research reports.

Peter D. Jepson has been involved in investment strategies and estate preservation since 1986. He graduated with a bachelor's degree in business administration from the University of Minnesota.
In addition, he has achieved the professional designation of Chartered Financial Consultant 
(ChFC), from the American College, Bryn Mawr, PA.

A ChFC's role includes:
  • adhering to a strict code of ethics
  • striving to place the client's interest above all else
  • following the latest industry and regulatory changes through continuing education

He helps craft estate preservation strategies for high net worth individuals, successful professionals and retirees. Peter's financial philosophy involves establishing long-term, close relationships through guidance and sound, value-oriented investment strategies. He guides his clients toward a balanced investment portfolio, and sound estate preservation strategies. Extensive knowledge of estate preservation strategies and retirement strategies allows Peter to provide a wide range of investment and insurance choices and the flexibility to use constructive client-oriented programs.

Peter has lived in Southwest Florida for 36 years. He is the proud parent of his 18 year old son, Dylan. Peter is actively involved in the Big Brother/Big Sister organization and has sponsored a Little Brother for the past eleven years. He has conducted hundreds of estate and financial programs for thousands of Southwest Florida residents. He is a member of numerous professional organizations including  the American Society of Chartered Life Underwriters (CLU), and is a Chartered Financial Consultant (ChFC). Peter was the 2003/2004 president of the Southwest Florida Chapter of the Financial Service Professionals and a member of the Estate Planning Council of Naples. His hobbies include golf, racquetball and waterskiing.