We offer comprehensive financial planning and fee-only money management. Our focus is specifically with people who are retired and those people within 5 years of retiring. We specialize in protecting retirement assets, including income planning, reducing income taxes (taxes on Social Security), matching market risk to goals and risk tolerance, 401-K and IRA rollovers, along with estate planning. Our retirement planning also includes protecting against the potential financial catastrophe of a long term care illness.
We are a natural fit for those who have retirement accounts that they want to protect. That may be because they need current or future income, or they simply wish to pass some assets to their heirs. We work extremely well with people who value what they have and want to keep the most of what they have accumulated (reducing income and estate taxes and increasing retirement income).
Every person or family that requests an initial consultation will receive a one-hour meeting at no charge. We will review your current investments, savings, tax returns, and financial plan. You will also receive a complimentary Found Money Report that will identify cost-saving opportunities that many people routinely overpay for without being aware of it. See our website at www.terrellfinancial.com for additional details on the Found Money Report.
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