Jim Turpin
Wealth & Legacy Planner @Chelsea Wealth Management
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WORK HISTORY
Wealth & Legacy Planner @Chelsea Wealth Management
Haddonfield, NJ, US
As a Registered Representative and retirement planning professional I teach my clients a different approach to maximizing their current income while protecting, preserving and perpetuating their wealth to their children, grandchildren and the charities of their choice. My goal is to protect my clients from the five force of portfolio demise (Market Loses, Long-Term Care needs, Health Care Costs, Death at Taxes & Liabilities) and give them the five things that all investors & retirees crave (Safety of Principle, Liquidity, Growth of Capital, and Maximum Tax Benefits & Income for Life). If you agree, then we should talk.
EDUCATION
American University
Bachelor of Science, Criminal Justice
SKILLS
ABOUT JIM TURPIN
Jim Turpin is a registered representative of, and securities are offered through USA Financial Securities Corp, Member FINRA/SIPC. 6020 E. Fulton St, Ada, MI 49301. Chelsea Wealth Management is not affiliated with USA Financial Securities. Jim Turpin is not an attorney. Please review a copy of our Commenting Guidelines at: Planning for the future can be confusing and overwhelming, so it is my duty and passion to help people navigate for an enjoyable, successful tomorrow. Having held senior positions as a consultant and financial services and client service roles, I understand delegating and advising according to an individual’s best interests and goals. My approach to retirement and legacy planning is different, covering a wide range of services and specialties that serve and satisfy client needs. I pay attention to each situation and find the particular solution or opportunity to protect and preserve my clients’ assets and peace of mind and perpetuate their wealth to the people. We bring experience and commitment to wealth management and legacy planning, crafting coverage and assurance for financial well-being in the present and future. We find and implement the best solutions and opportunities for our clients without exception. As an independent financial planning firm, we solely represent our clients, their needs and interests, rather than any specific company’s. While some financial institutions recommend investment products that are manufactured by the parent of the subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Due to our independence and objectivity, it allows us to provide our clients with the commitment that they deserve. If you would like to explore how Chelsea Wealth Management and I can help ensure you a financially-fit today and tomorrow please reach me at j••••••••@1CWM.com or 85••••••25.
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