President / Owner at Retirement Resource Group
Chesterfield, Missouri
Terry L. Coleman, ChFC, CLU, President / Owner, is a licensed independent financial professional at Retirement Resource Group in Chesterfield, Missouri with 50+ years of experience. Specializing in Estate Planning, Retirement Income Planning, Fixed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 636-733-7550 | 636-236-7718
Email: [email protected]
Licensed Independent Financial Professional · 50+ Years Experience · SafeMoney Certified™
Terry L. Coleman, ChFC, CLU, serves as President and Owner of Retirement Resource Group. As an Investment Advisor Representative, Terry has been a prominent figure in estate planning and financial services since 1973. He is the founder and CEO of Retirement Resource Group, specializing in creating comprehensive financial strategies for clients throughout Missouri and Kentucky. His work focuses on delivering guaranteed lifetime income and mitigating risks such as inflation, taxes, and long-term care costs.
Terry holds licenses in life insurance and long-term care insurance in Missouri, in addition to his role as an Investment Advisor Representative. He has earned the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). With over five decades of experience, Terry's expertise includes safe money strategies designed to ensure zero market risk and reliable financial growth.
Terry is dedicated to helping clients reduce tax burdens, protect assets, and secure lasting financial legacies. He emphasizes building strong, trust-based relationships and delivering tailored solutions that address each client's unique circumstances and goals. His focus on safe money strategies is central to his approach.
Terry has been married to his wife, Brenda, for over 50 years. Together, they have raised three children and have six grandchildren. Outside of his professional life, Terry enjoys spending time on the golf course and actively participating in his church, including joining mission trips to give back to the community.
👉 Spotlight Series Interview
Learn how Terry's 50+ years of experience and focus on guaranteed income strategies shape his retirement planning approach.
Read the Spotlight InterviewTerry Coleman serves retirees and pre-retirees in Chesterfield, Missouri, and is committed to helping clients reduce long-term care expenses, lower tax liabilities, and build strong financial legacies.
Contact Terry today to discuss your retirement planning needs in Chesterfield, Missouri.
Contact for service area information
No media available
No upcoming events
No recent updates
Terry L. Coleman, ChFC, CLU at Retirement Resource Group offers Estate Planning, Retirement Income Planning, Fixed Annuities in Chesterfield, Missouri. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
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.
Yes, Terry L. Coleman, ChFC, CLU is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.