Trusted Expert in Estate Planning and Financial Services
With a career spanning over five decades, Terry Coleman has been a prominent figure in estate planning and financial services since 1973. Serving hundreds of clients throughout Missouri and Kentucky, Terry is the founder and CEO of Retirement Resource Group, where he specializes in creating comprehensive financial strategies designed to deliver guaranteed lifetime income while mitigating risks like inflation, taxes, and long-term care costs.
As a seasoned Investment Advisor Representative in Missouri, Terry also holds licenses in life insurance and long-term care insurance, equipping him with the expertise to deliver well-rounded financial solutions. His professional designations as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) further reflect his commitment to excellence and client-first service. Terry’s focus on safe money strategies ensures zero market risk and reliable financial growth, even during uncertain economic times.
Terry is dedicated to helping clients reduce tax burdens, protect assets, and secure lasting financial legacies. His approach emphasizes building strong, trust-based relationships and delivering tailored solutions that address each client’s unique circumstances and goals.
Why Choose Terry Coleman?
- Specialization in Guaranteed Income Strategies: Expert in crafting financial plans that ensure lifelong income stability.
- Proven Expertise: 50+ years of experience in estate planning and financial services.
- Risk Mitigation Focus: Strategies designed to reduce exposure to market volatility, inflation, and long-term care costs.
- Comprehensive Credentials: Holds ChFC, CLU, and multiple licenses in insurance and investment advising.
A Personal Touch
Beyond his professional accomplishments, Terry has been married to his wife, Brenda, for over 50 years. Together, they have raised three children and enjoy the company of their six grandchildren. When not assisting clients, Terry can often be found on the golf course or actively participating in his church, including joining mission trips to give back to the community.
Your Partner in Financial Security
Terry Coleman’s commitment to his clients’ financial well-being has made him a trusted advisor for retirees and pre-retirees looking to achieve peace of mind. Whether you seek to reduce long-term care expenses, lower tax liabilities, or build a strong financial legacy, Terry’s innovative yet conservative strategies can help you reach your goals.
