Clients

The TerraWealth model offers a limitless range of investments, insurances, and other financial products so you and your advisor have the freedom to choose the most fitting solutions — always. 

Once we know where you need to go we use our industry experience and unlimited product offerings to empower you and help you navigate along the way.                   

Clarity: We take the time to understand and clearly define what’s important to you. This gives us a valuable understanding of your intentions, goals, and priorities, so your money can create the life you want.

Empowerment: Powered by industry-leading technology, our limitless hybrid model, and expert financial professionals, we build a holistic financial strategy that can successfully navigate life’s challenges and equip you to enjoy what matters most.

Support: Life is unpredictable but we help you navigate as life unfolds. With our skilled independent advisors, your investment and wealth strategy will evolve as your life does so you reach your financial goals today, tomorrow, and for generations to come.

Our client-first approach is holistic in nature. Whether you need strategic advice or in-depth analysis to navigate specific issues or complexities, our true fiduciary standards keep your interests first when considering your whole financial picture.⁣

After taking the time to understand your unique situation and goals, we focus on 4 strategic areas. From wealth building to wealth transfer we make sure you have the best plan for your unique situation.                

Asset Accumulation: You want your nest egg, your hard-earned reservoir of wealth, to help you rest easy and fully enjoy retirement. Are you confident this will be the result of your current path? Do you fully understand the complex investment options available in today’s marketplace and the risks associated with each? At Terra, we take the time to not only define and understand your goals, but also weigh and educate you on the diverse options available to you through our extensive network of providers. The result is a plan that can offer you true financial peace — the future you’ve always dreamed of.

Tax Mitigation: You work hard for your money. It should be up to you how to spend it. Given the choice between family, charity, or the government, that decision for most is obvious. True, we all pay taxes, but most of us would love to pay less. The question is, “how”? The tax code isn’t exactly simple to wade through —  you need a professional guide to mark out the path for you.  With decades of experience and industry-leading technology, our team has the knowledge and tools to ensure you pay your fair share and no more. The result is that you keep more earnings, have more fun, and do more good in the world. 

Income Cash Flow: One primary area that keeps people from an enjoyable retirement is monthly income. Can you say with absolute certainty that you won’t outlive your savings? Do you know if there will be enough money coming in each month to spend your post-work years relaxing, traveling, and fully enjoying time with family and friends? These are important questions that need to be answered. You need a skilled expert so that you have a confident path forward.  

Wealth Transfer: Now your mind turns to the most exciting part of estate planning: those you get to bless with your assets.  This transition poses many questions, such as: how will your beneficiaries receive the money and how will they be taxed? Will the government end up getting more money than your heirs?  With our skilled advisors and estate planning experts, you can sleep well knowing your inheritance will pass on in the way you wish.

It’s simple to get started. Let us know how we can help you meet your goals and we’ll reach out to schedule a no-obligation consultation. Within minutes you’ll be one step closer to a truly confident financial future.