Terald Shaw

CLTC®, BFA™

Financial Advisor

State(s) Licensed: FL, IL, IN, MI, NC, NE, OH, TX

Phone: 407-305-2591

Address:

9100 Conroy Windermere Road, Suite 200
Windermere, FL 34786

Schedule an Appointment

State(s) Licensed: FL, IL, IN, MI, NC, NE, OH, TX

We are financial tailors, designing plans unique to you.

A solid dedicated plan needs to be as unique and diverse as each individual. It should be personal, individualized, and tailored to fit the size and shape of your goals in life.

Our approach is different. Before talking numbers, we want to know your story. What makes you, YOU? Some advisors treat this as a nicety, but to us it’s a necessity. It’s a critical piece of our process that allows to build fully custom financial strategies, tailor made for you.

Our services are comprehensive, with service specialties in the following areas:

Dedicated planning services
Retirement income planning
Investment management
Protecting loved ones against the financial impact of disability, death, and extended care
Charitable giving
College planning
Small business financial planning

Financial House

Create your financial future by building from the bottom up

Foundation

Like a house, a financial strategy needs a strong foundation to build upon. That includes protection of valuable assets—including income.

Accumulation

A financial strategy’s framework includes working toward savings for retirement, education and other important purchases.

Distribution

After accumulating assets, there’s a time to use what you’ve saved. This step can include turning a dream purchase into reality, paying for a child’s education, or creating a lifetime income source.

Legacy

This includes helping ensure that loved ones receive financial support and establishing in advance how estate assets will be distributed.

Tax-efficient financial strategies

Like insulation in a home, tax efficiency helps protect and improve every aspect of a financial strategy.

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Location

Windermere Office

Windermere Office

Phone:: 407-305-2591

Hours

M – F: 9 a.m. – 5 p.m.

Address

9100 Conroy Windermere Road, Suite 200
Windermere, FL 34786