A full range of services to meet your financial needs

We offer a wide range of services to cover every aspect of your financial life. You can count on us for all financial-related events and issues you encounter along the way.

  • There’s much more to your life than simple transactions and returns. Similarly, there’s more to financial planning than just a portfolio and a retirement strategy. You have many things to plan for now, soon and well into the future, so we look at financial planning through a wide lens, and we develop strategies designed to keep you comfortable in the present while helping you reach your near- and long-term goals.

    Our comprehensive financial planning services include:

    • Net-worth analysis
    • Cash flow planning
    • Strategic asset allocation
    • Retirement planning
      • Traditional IRAs
      • Roth IRAs
      • Qualified retirement plans
      • Company retirement plan rollovers
    • Education planning
      • Education savings accounts
      • 529 college savings plans
      • Custodial accounts
    • Trust and estate planning
    • Insurance and annuities
    • Liquidity and cash flow strategies
    • Tax planning and liability management

  • Goal Planning & Monitoring is an innovative financial planning software solution from Raymond James that can help align financial decisions with your unique vision of retirement and other highly personalized goals. We’ll identify and enter your goals to assess appropriate asset allocation targets, spending or savings rates, and the probability of achieving those goals – and then share the results with you.

    The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.Image reproduced from the Goal Planning & Monitoring financial planning software. ©PIEtech, Inc. Used with permission. All rights reserved.

  • Because people are living longer today, the possibility of going 30 years without a paycheck takes careful planning and disciplined investing. We can help you with every phase of planning for your retirement. During your working years, we’ll develop and monitor a wealth accumulation plan based on your specific goals and objectives. As you approach retirement, we’ll assist you with critical decisions regarding retirement plan options, Social Security and tax planning. Once you are retired, we will determine tax-efficient income and wealth transfer strategies designed to help you in retirement.

    Learn more

  • Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can help ensure that your assets accumulated over your lifetime are preserved for the use you have intended.

    A well-designed estate plan can effectively help mitigate your family’s tax burden. We can offer financial strategies designed to efficiently manage the transfer of wealth from one generation to the next, and mitigate related tax issues.

    By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.

  • A well-constructed corporate retirement plan is an ideal way for businesses to attract and retain quality employees, as well as help owners plan and save for their own futures. We can help you establish and manage your plan.

    Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

    Learn more
Always here for you

This website (www.gillilandjeter.com) (this “Website”) is owned and operated by Gilliland Jeter Wealth Management, LLC (“Gilliland Jeter Wealth Management”). Gilliland Jeter Wealth Management offers investment advisory services and is an investment adviser registered with the U.S. Securities and Exchange Commission (the “SEC”). SEC registration does not constitute an endorsement of the advisory firm by any regulatory authority, nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Gilliland Jeter Wealth Management as of the date hereof, which are subject to change without notice at any time. Gilliland Jeter Wealth Management does not represent that any opinion or projection will be realized. Neither Gilliland Jeter Wealth Management nor any of its managers, officers, employees, agents, or affiliates represents that any information from third parties presented on this Website is accurate, current, or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before making any investment.

Form ADV | Form CRS | Privacy Policy