About KM Wealth Management
KM Wealth Management is committed to helping people pursue their financial goals. As an independent branch office of JP Turner & Company, LLC, we have access to a wide range of financial products and services for individuals and business owners. We believe the information we provide you will better enable you to identify your goals and make sound decisions to help reach them. Anthony & Joel are Series 7 registered brokers offering securities through Independent Broker/Dealer JP Turner & Company, LLC. Both hold Insurance licenses in Life and Variable products. Anthony is Real Estate licensed and Joel is also an Investment Advisor Representative through JP Turner & Company Capital Management, LLC and a member of Estate Planning Team. Our Team focuses on Income Investments, Tax Deferral options for investment property and business owners (Deferred Sales Trusts, 1031 Exchanges, etc.), Retirement and Estate Planning*, Insurance, College Planning, etc. They also offer many Alternative Products from non-traded REITS to Oil & Gas Investments for clients that qualify. We take a personalized interest in each and every client and custom-tailor investment strategies to fit each Individual’s, Family’s, or Corporation’s goals. Feel free to contact us at 888-999-7474 or email Joel@kmwealth.net for a complementary portfolio review, insurance analysis, or general consultation. * Provided with the assistance of third-party estate planning attorneys Securities offered through J.P. Turner & Company, LLC (Member SIPC). JP Turner & Company Investment advice and financial planning offered through J.P Turner & Company Capital Management, LLC (a registered investment advisor) JP Turner & Company, LLC & JP Turner & Company Capital Management, LLC are not affiliated with KM Wealth Management or Estate Planning Team.
|
