Terrell Financial Group

Retire

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Freedom

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Enjoy

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Enjoy

Your lifestyle

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Asset Allocation & Risk
Asset Maximization
Empowering Women
Income Planning
Life Insurance
Retirement Strategy

Terrell Financial Group

Brett Terrell is the Founder and President of Terrell Financial Group, a registered investment advisory firm, and Asset Protection Specialties, LLC, an independent insurance agency. The focus and mission of our practice is helping our clients achieve a successful and enjoyable retirement. We look to achieve this goal with proactive retirement planning including financial, insurance, and healthcare strategies.

Our comprehensive view of retirement always begins with a detailed Income Plan — tailored so that the income needed for an enjoyable retirement lasts for as long as our clients live! Thanks to one of our clients, we called this customized income plan the Retirement Spending Plan.

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Complimentary Social Security Report – Request Yours Today!

Are you interested in working on your retirement?

Receiving your complimentary Social Security Maximzation Report is only clicks away!

Questions Answered:

When should you apply for Social Security?
Can my Social Security Benefit increase?
How does Social Security Works?/li>
When can you start receiving your Social Security Benefit?

Generational Vault

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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Income Planning

Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Terrell Financial Group, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.

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Asset Allocation & Risk

Our organization prides itself on providing full-service retirement planning to Metairie, LA and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated plan.

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Contact Us

Terrell Financial Group
(504) 838-0411
info@TerrellFinancial.com
3045 Ridgelake Drive
Suite 301 Metairie, LA 70002
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Terrell Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Terrell Financial Group a Registered Investment Advisor in the State of Louisiana. Insurance products and services are offered through Asset Protection Specialties, LLC. Terrell Financial Group and Asset Protection Specialties, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Louisiana or where otherwise legally permitted. Terrell Financial Group/Asset Protection Specialties, LLC and Brett Terrell are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial, tax or legal decisions. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Terrell Financial Group is not engaged in the practice of law. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.