Products and services. Aligned with your priorities.
Terry Glendenning, holds the following designations, CERTIFIED FINANCIAL PLANNER™, RICP®, FICF, BFA With Terry's Dedicated Planning Services, you work side by side with him to create a plan to help you reach your goals. A financial plan looks at where you are today and where you want to go and helps keep you on track with strategies to address your needs, support your long-term plans, and avoid roadblocks that might tempt you to veer off course. No two journeys follow the same route, that’s why working collaboratively with a Financial Consultant in a fee-based planning relationship can have many benefits. Over the course of your collaborative relationship, Terry can: • Help you establish your financial vision. • Assess your net worth, cash flow and protection needs. • Develop custom strategies that will help you reach your goals. • Provide written recommendations and advice. • Coordinate with other professionals, if applicable. • Review periodically to help you stay on track. The cost for this service depends on several factors, including the complexity of your financial situation and the analysis required. What help you get from this service: Development of a clear picture of your financial situation and determine the feasibility of your goals. A personalized plan: You can focus on one or two key planning topics or consider many areas of your financial life. Collaborative relationship Working together, Terry will help you articulate the priorities you want your decisions to reflect.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
