United Planners

Providing my clients with a solution to capital gains tax through the Deferred Sales Trust™ has opened substantial assets for financial management.  With Estate Planning Team you can increase your business while professionally servicing your clients.  Whether you are a veteran broker like me or new to the business you can definitely benefit by joining the Estate Planning Team..

Jim Tausz, RIA & Securities Advisor with United Planners


Securities offered through J.P. Turner & Company, LLC (Member FINRA/SIPC). Investment advice and financial planning offered though J.P. Turner & Company Capital Management, LLC (a registered investment advisor). Estate Planning Team is not affiliated with either J.P. Turner & Company, LLC or J.P. Turner & Company Capital Management, LLC. JPT010709-014.