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 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.
Mr. Terrell has been advising retirees and pre-retirees in the New Orleans Metro and South Louisiana areas since 2008. He has conducted workshops educating people on topics including maximizing Social Security income, protecting investments from market volatility, long term health care planning, legacy planning, and ways to make sure that you don’t outlive your nest egg. Brett is currently a registered member of the National Ethics Association.
Brett is a native of Bourg, Louisiana, a small town just outside of Houma. He spent his childhood years enjoying the culture, food, fishing, hunting and people from “Down the Bayou”. After a few years living out of state, Brett returned to the great state of Louisiana in 1994 when he settled in Metairie. There he met his wife, Annette, in 1997 and they have lived in Metairie ever since! Brett and Annette are proud parents of a daughter, Chloe Ann, and a son, Griffin Elliott. They all attend St. Clement of Rome Catholic Church in Metairie. The Terrell’s enjoy visiting with family, the great restaurants of New Orleans, LSU football and cheering for the New Orleans Saints (love when Chloe says “DEEEWWWW BEEEEEEEEES!” and “GO SAINTS!”)
After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals — and create a retirement plan that is unique to your situation.
Annette Terrell is Vice President of Asset Protection Specialties, LLC. Annette wears “many hats” for our business, but she also has the BIG JOB of mom and raising our two children! Outside of all the work she does for Chloe and Griffin, Annette contributes to our marketing which includes our retirement workshops.
Mrs. Terrell is a native and lifelong resident of Metairie, Louisiana. She graduated from Mount Carmel Academy, and earned a bachelor’s degree in Mass Communication from the University of New Orleans. Annette also achieved an associate’s degree in Interior Design from Delgado Community College. She loves being a mom, spending time with her family, having lunch with friends, and attending New Orleans Saints games!
Jaime Hughes joined our team in September of 2018. She has 8 years of insurance experience and over 20 years of administrative experience. Jaime works in many capacities, including answering the phones, helping to prepare for client reviews, and tracking new business.
Jaime is married to Todd Hughes, her high school sweetheart, going on 15 years. They have one son in middle school. She is a native of Metairie and resides in Harahan with her family.
Jaime really enjoys time spent with her husband and son at their families fishing camp.