Expert in Estate Planning and Financial Services
Terry Coleman has been a leader in the estate planning and financial services industry since 1973, serving hundreds of clients across Missouri and Kentucky. As the founder and CEO of Retirement Resource Group, Terry specializes in crafting strategies that provide guaranteed lifetime income while minimizing various risk factors, such as inflation, taxes, and long-term care costs.
Terry holds several professional designations and licenses, including his status as an Investment Advisor Representative in Missouri. Additionally, he is licensed in life insurance and long-term care insurance, bringing a wealth of knowledge to his clients. With credentials as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), Terry offers truly independent, client-centered advice. His focus is on providing safe money strategies that ensure zero market risk and promote financial growth during challenging economic times. Terry is committed to helping clients reduce their tax burdens and secure their financial legacies.
Terry’s approach is built on building strong relationships and delivering high-quality, personalized service. He provides both innovative and conservative solutions to his clients’ financial needs, always tailored to their unique circumstances and goals.
Married for over 50 years to his wife, Brenda, Terry is a family man with three children and six grandchildren. He is also passionate about golf and actively participates in his church, including annual mission trips with his congregation.
With decades of experience and a commitment to his clients’ financial security, Terry Coleman is dedicated to helping retirees and pre-retirees achieve peace of mind with a focus on life income, reducing long-term care costs, and maintaining a strong financial legacy.
