Estate PlanningRetirement Income PlanningFixed AnnuitiesIndexed AnnuitiesLong-Term CareLife Insurance
About Terry L. Coleman, ChFC, CLU — Chesterfield, Missouri
Terry L. Coleman, ChFC, CLU | Retirement Resource Group
President / Owner | Investment Advisor Representative
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...
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Frequently Asked Questions About Financial Advisors in Chesterfield, Missouri
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
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What should I expect in my first meeting?
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