Jeff Turton, CFP®, ChFC®, RICP®, WMCP®
Senior Financial Advisor, Associate Partner
Jeff Turton, CFP®, ChFC®, RICP®, WMCP®
Senior Financial Advisor, Associate Partner
Financial planning with clarity and purpose
For 20 years, I’ve helped clients align every financial decision with what matters most.
While my career involves money, I believe life is about much more. To me, money is a tool that—when used thoughtfully—creates opportunities to live the life you love and leave the legacy you desire.
I believe life and legacy don’t have to wait until retirement or the execution of a will.
I help clients strike the right balance: preparing for the future while enjoying the present and providing for those you love.
I strive to practice what I preach here. I am a former national gold medalist skydiver with over a thousand jumps, but adventure these days looks like traveling with my wife Jenna, spending time with family, and exploring new culinary experiences—from food trucks to tasting menus.
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Our approachValues
Clarity: Finances can include a lot of jargon and complex products, but these products are only useful to the extent that you know how they affect your financial plan. I break down complex topics into straightforward language so you can make the best choices for your situation.
Commitment: I’ve worked with most of my clients for over a decade. They are committed to building the life and legacy they desire, and I am committed to providing value that supports every stage of that process.
Transparency: As I present recommendations, I will clarify the pros and cons of each option and the fees and commissions associated, so you don’t have any surprises.
Lifelong Learning: A strong financial plan requires staying ahead of change. I’ve pursued advanced designations, each one deepening my ability to deliver sound, up-to-date retirement advice and creative strategies tailored to your goals.
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Why independence mattersServices
The goal is to be your one-stop financial resource—so you don’t need to find a new advisor every time your situation changes.
Jump to: Financial Planning | Investments | Retirement Planning | Insurance
Comprehensive financial planning
Most of my clients participate in comprehensive planning.
We begin by reviewing your financial goals, obligations, and opportunities. Then, we create a strategy to implement through investment strategies and a comprehensive insurance review.
Throughout the process, I bring value through accountability to help you follow through and make real progress in your finances.
$3,600 annual financial planning fee, depending on complexity
Services included:
- Goal tracking and accountability
- Budgeting
- Debt management strategies
- Net worth statements
- Real estate and asset review
Investment management
Your investment portfolio should support your long-term goals, balancing growth and tax efficiency.
We don’t sell trendy strategies or fad funds—instead, our team focuses on innovative, evidence-based approaches designed to help you reach your goals. We pay close attention to how fees, volatility, and taxation can quietly erode your returns.
While some clients choose to separate their planning and investment services, many find greater confidence when both are aligned under one strategy—so every investment decision is made with the full picture in mind.
Services included:
- Retirement options
- College planning
- Risk tolerance review
- Rebalancing analysis
- Rollover education
- Tax diversification of assets
- Tax-loss harvesting
- Plan coordination with CPA
Retirement income planning
Turning your savings into a reliable income shouldn’t be guesswork. Our team runs detailed projections against real-life variables so you can move forward with confidence.
We’ll also design a personalized distribution schedule that prioritizes tax efficiency and helps lower your lifetime tax bill.
Services included:
- Social Security planning
- 401(k) review
- Business benefits packages
- Review of employee stock purchase options
- Pension planning
- Deferred compensation plans
- Defined benefits plans
- Retirement projections
Retirement planning is included in comprehensive financial planning.
Insurance services
Insurance is your defense strategy. I’ll help you identify unnecessary coverage, address gaps, and coordinate protection strategies that align with your goals.
Because we work with independent agents, we provide options from multiple top-rated carriers and can compare cost, coverage, and underwriting options from an objective perspective.
Commission is built into your monthly premium, with no effect on your final costs if you go with a carrier’s sales team or us as an independent agent.
Coverage reviews and quote comparison for:
- Life insurance
- Annuities
- Disability insurance
- Auto, home, umbrella, and liability coverage
- Medicare planning and guidance
Team
As a partner with North Star Resource Group, I’m backed by a team of specialists in investment management, insurance, tax strategy, and business planning.
Like a well-rounded care team for a patient’s health, I coordinate every part of your financial life—bringing in the right experts when your situation calls for it.
Resource team
Chase Brakke, DIA, DIF, CEPA®
Senior Vice President
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Events
Over the years, I’ve had the opportunity to speak at teaching hospitals and medical groups, developing a deep understanding of the unique challenges and opportunities medical professionals face.
I’ve spoken to physicians and residents at institutions including the University of North Carolina, Duke University, Wake Forest, Charlotte Medical Center, Emory, the University of Virginia, VCU, Texas Tech, the University of New Mexico, Colorado University, and Midwestern University.
Contact us
You’ve worked hard to build a strong financial foundation. Now it’s time to structure a plan that protects what you’ve built and supports the future you want.
If you’re ready to bring clarity to your next chapter, let’s talk.
Jeff is an investment advisor representative of Cetera Investment Advisers, LLC. CA Insurance License #0L26567.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.