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

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.

Lanteigne Tailored Planning

Lanteigne Tailored Planning


Team Practice