Terry Coleman has been in the estate planning and financial services industry since 1973. He serves hundreds of clients throughout Missouri and Kentucky. He is founder and CEO of Retirement Resource Group, a company that specializes in helping retirees and pre-retirees plan for lifetime income with minimizing a number of risk factors.
Terry has earned his license in Missouri as an Investment Advisor Representative. He also holds a life license and long term care license in Missouri. He is a Chartered Financial Consultant and a Chartered Life Underwriter. As an independent advisor he can offer what’s in each client’s best interest. His focus is on providing safe money strategies and reducing taxes during tough economic times. Terry’s business goal is to build strong client relationships and provide the highest quality personalized service. He offers both creative and conservative customized solutions to his clients’ financial challenges.
Terry and his wife Brenda have been married for over 50 years and they have three children and six grandchildren. He’s an avid golfer, is involved with his church including annual mission trips with a group from the church.
