Terry Halvorson


Financial Consultant

State(s) Licensed:   AZ, CO, CT, DE, FL, GA, MA, MN, MT, NC, NJ, SC, TX, VA, WI

Phone 980-270-4305

Ste 109 4530 Park Rd
Charlotte, NC 28209

Terry Halvorson

State(s) Licensed:   AZ, CO, CT, DE, FL, GA, MA, MN, MT, NC, NJ, SC, TX, VA, WI

Creating Your Financial Future

Along with my team, our goal is to help people be wise with the gifts they are given. We have served our community and clients for over 27 years.

At our core, we believe we are in the financial ministry to help individuals and businesses gain clarity and confidence through developing holistic planning. We are invested in meeting our clients where they are in their financial path.

We focus on:

  • Retirement Planning
  • Investment Management & Wealth Strategies
  • Life Insurance and Protection
  • Extended Care Insurance
  • Disability Insurance
  • Annuities

We want to help you create your financial future by building your financial house from the bottom.

Serving Our Community and Creating Impact

We are passionate about working with the friends and families of our clients. With our clients, we can serve more in our community and continue to create an impact.

Reach out to us if you feel someone would benefit from our services.  

We actively serve Union County, Mecklenburg County and Gaston County, with a focus in the cities: Indian Trail, Matthews, Charlotte, Gastonia, Belmont, Mt. Holly, Cramerton, Dallas and surrounding areas.

We are also available to hold virtual appointments in: North Carolina, South Carolina, Georgia, Florida, New Jersey, Colorado, Connecticut, Delaware, Massachusetts, Minnesota, Texas, Virginia, Wisconsin and Montana.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Charlotte Office



M – F: 9 a.m. – 5 p.m.