Terald Shaw, in Windermere FL

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.

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 simple. Before talking numbers, we want to know your story. What makes you, YOU? Some financial 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.

Grow

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

Spend

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.

Organizations & Memberships

Windermere Little League Board
Purdue: Daniels School of Business
Purdue Alumni of Central Florida
YMCA of Central Florida : Dr Phillips advisory board
Windermere Elementary School PTO

Ready to Take the Next Step?

If you would like to discuss your financial goals or explore available planning options, I am here to help. Whether you are beginning to think about your long‑term objectives or revisiting an existing plan, we can start with a conversation about what matters most to you. My goal is to provide information and guidance to help you navigate your financial decisions with greater clarity and understanding.

Email: terald.shaw@thrivent.com
Call: 407.305.2591