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About Terald Shaw

As a Financial Advisor with Thrivent, I believe that money is a tool not a goal. Together we will develop a tailored plan, custom to you and your family, that provides clarity and helps you efficiently achieve your goals. I am building a practice that will help benefit our community by finding balance in holistic dedicated planning services, biblical views, and generosity.

I reside and operate my practice in Windermere, FL. I have a beautiful wife and 2 school aged children. With the use of technology, I am able to effectively reach and service clients in multiple states throughout the country.

Education & Accomplishments

FINRA Series 07 General Securities Representative
FINRA Series 66 Uniform Combined State Law
Life & Health Insurance Licenses
Bachelor of Science: Purdue University- Krannert School of Business

Boards Served

Purdue University- Daniels School of Business Alumni Board
Windermere Little Leagues
Central Florida Dr. Phillips YMCA

My Beliefs about Money

Personal accountability is everything.
You shouldn't buy things you can't objectively afford.
Clearly and calmly communicating about money will save your relationships.
You don't have to make a ton of money to be a success.
You can give yourself and your family an amazing life, if you’re able to remain disciplined.
Education can get you a better job, if you get the right education.
Life insurance is an important foundational block for building generational wealth.
Failure to plan is planning to fail.
Ignoring the problem won't make it go away.

Meet My Team

Lanteigne Tailored Planning

Lanteigne Tailored Planning

Title: Team Practice
Website: https://connect.thrivent.com/lanteigne-tailored-planning

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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Designations

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