Providing a world class service experience is our top priority. We know time is one of our clients most valuable resources and understand the importance of responding to all requests in an urgent fashion. Years of experience overseeing a large complex Service organization helps to ensure the highest standards of service are implemented in all our interactions.
We believe that great financial advisors are first and foremost great listeners. We take a collaborative, educational approach to our Wealth Management process to clarify goals and create a plan that allows you to focus on what matters most to you in life. Why not have one less worry? Spend time with your family, travel, pursue your dreams, and most importantly enjoy life.
We believe that great financial advisors are first and foremost great listeners. We take a collaborative, educational approach to our Wealth Management process to clarify goals and create a plan that allows you to focus on what matters most to you in life. Why not have one less worry? Spend time with your family, travel, pursue your dreams, and most importantly enjoy life.
Services
Shane Terry is the President and Founder of Terry Wealth Management, a firm that provides personalized, comprehensive, and objective financial guidance for individuals, families, and small businesses. Shane's experience in financial services is broad and extensive having served investors in a variety of capacities since 1996.
There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. That's where a financial planner can help. Financial advice should help you choose only those products that meet your current and future goals. Informed decisions about the products in any portfolio are best made after an assessment of individual needs.
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they'll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you'll be able to control your financial destiny.A strong planning process is a comprehensive way to create a strong, flexible financial plan. A transparent, effective planning process is based on two key aspects of financial planning: preservation and access to funds when needed.
The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you'll be able to control your financial destiny.A strong planning process is a comprehensive way to create a strong, flexible financial plan. A transparent, effective planning process is based on two key aspects of financial planning: preservation and access to funds when needed.
If there's one thing certain about life - it's the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you've covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can strive your best to plan wisely and thoroughly, you can also hedge your bets against the unintended through prudent Insurance Planning.
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