Home
About Us
Planning Process
Business Exit Planning
Contact

Tax Strategies for Ordinary People

Check out the first chapter of Jeff's book Tax Strategies for Ordinary People.

Contact

The Palmer Group

Office: 828-687-8818

Fax: 828-687-4482

603 Alliance Court

Asheville, NC 28806

jeffery.palmer@prudential.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 FMG Suite.

Jeffery Palmer and Heather Banks offer financial planning services and investment advisory services through Pruco Securities, LLC (Pruco)(Member SIPC), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. The Palmer Group is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non- Prudential entity. 1-800-201-6690. The Palmer Group and its representatives do not render tax or legal advise. Please consult with your advisors regarding your particular situation.

The Palmer Group conducts business in the following states:
CA Insurance License Number OF60729
Securities: AL, AK, AZ, CA, CO, DE, FL, GA, IL, MD, MN, MO, MT, NV, NJ, NC, SC, TN, VA
Life Insurance: AL, AK, AZ, CA, CO, FL, GA, IL, MD, MN, MO, MT, NV, NJ, NC, PA, SC, TN, TX, VA
Annuities: AL, AK, AZ, CA, CO, FL, GA, IL, MD, MN, MO, MT, NV, NJ, NC, PA, SC, TN, TX, VA

1006024-00001-00