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™
President / Owner | Investment Advisor Representative
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.
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.
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.
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.
👉 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 InterviewContact Terry today to discuss your retirement planning needs in Chesterfield, Missouri.
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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.