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Terry Holman: Advisor to Advisors

Building Wealth Through Innovative Financial Planning

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Years of Experience

Meet the advisor to advisors

Terry Holman

“With over 42 years of planning experience, I help financial advisors serve their clients by providing comprehensive tax reduction, asset protection, and wealth building plans”
Meet The Team

Wealth Management

Tax Planning

Asset Protection

Retirement Planning

What I do

Intentional Financial Strategies for a Successful Life

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If you’re a financial professional looking for a way to increase your revenue without having to add more work to your plate or hire employees, I would love to talk to you.

As my partner, there are several high-end services and investment opportunities that you can offer to your clients. Including cutting edge tax strategies, alternative investments that are guaranteed and insured, and much of the marketing for you to expand into this field.

This expertise not only brings great value to your clients and strengthen your relationship, it will also help you stand out from the competition and grow your business.

Imagine how good it would feel to not only help people financially but to do so without the common hassles that traditional financial planning creates.

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Proven Methodology For Financial Success

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Keep more

Wealth building is more about how much you keep than about how much you make. My financial strategies will protect you from the:

5 Wealth Destroyers:

  1. Inflation
  2. Taxation
  3. Litigation
  4. Market Fluctuation
  5. Devastation

Make more

I will create a plan for you using the same strategies that the extremely wealthy have been using for decades. I will break those down and explain how they may be applied to you and your financial future to maximize your earning potential while minimizing risk.

    Live more

    I want to ensure that you’re ready for a wealthy retirement and that starts with creating a financial plan that will lead you there, so that you can retire early and confident that your money will not run out.

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      My Process

      How We Will Work Together

      Initial Phone Call

      I start with an initial phone call where we discuss your concerns and financial goals

      Financial Review

      I will review your financial history and identify where you have gaps or opportunities

      Personalized Financial Plan

      I will create a personalized financial plan that gives you a clear path to your financial future