JP Turner Financial Services Firm Colorado Springs

I am Dan L. Daniel, and I welcome you to my Web Site!

I have compiled a wealth of information in the form of newsletter articles, calculators, and research reports to assist you with your financial needs.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I am available to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you will see the value of working with a skilled J.P. Turner professional to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you will take advantage of this resource and visit my site often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information, and I wouldn’t want you to miss any developments in the area of personal finance. Experience what it's like to be a J.P. Turner client. Contact me today!


 

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

More Newsletters →