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      Terrell Financial Group

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      Financial Planners, Financial Planning Consultants, Financial Services

      2901 N Causeway Blvd Ste 301, Metairie, LA 70002

      504-432-3981

      CLOSED NOW: 
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      General Info
      Terrell Financial Group is a Registered Investment Advisory firm based in Metairie LA. Our focus is on helping clients to live comfortably through all stages of life. Protecting assets, income, and financial quality of life are always a priority in our practice. We specialize in financial planning, asset protection, and estate planning. Terrell Financial Group has a fiduciary responsibility to our clients. That means we must put our clients' interest above all others at all times. It is our duty, purpose, and legal responsibility!
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management
      Services/Products
      Terrell Financial Group offers you a variety of options and services that will help you to reach your goals and dreams, including: * Financial plans* Fee based advisory services* Estate preservation and legacy planning* Investment Advice* 401-K and IRA Rollovers Our services include: 1. Financial Plans. We create comprehensive financial plans. The process involves multiple face-to-face meetings to find out your goals, personal and financial situation, current strategies, and risk tolerance. The process is mutual and interactive throughout, and it results in a specific plan to reach your goals and dreams! 2. Asset Management. We offer clients ongoing portfolio management services by determining individual investment goals, time horizons, objectives, and risk tolerance. Our asset management includes investment strategies, investment selection, asset allocation, portfolio monitoring, and client reviews based on the above factors. 3. Advice on Your Current Retirement Account. We will review your existing qualified retirement account, including an IRA, 401-K, 403-B, 457-B, SEP or SIMPLE IRA. We will provide specific fund recommendations according to your goals, time horizon, risk tolerance, and investment choices in your plan. 4. Retirement Account Rollovers. If you are eligible for a rollover from your current retirement account, then we will review your options. We focus on both your immediate and future needs with your retirement account. One of our specialties includes the "Stretch" or multi-generational IRA. This strategy helps your heirs to defer taxes as long as legally possible!
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