Familiesand Individuals

Who We Are:

We are a full-service team of investment professionals dedicated to helping both individuals and families. We are committed to maintaining professionalism and integrity and we follow prudent practices when implementing financial strategies for our clients. We take an objective, unbiased approach and tailor our recommendations to each individual client situation.

What We Do:

Terrell Investment Management takes a comprehensive approach to the management of your financial life. Through goal-based financial planning and a hands-on process, we strive to ensure your custom plan stays in line with your goals. Areas of focus include financial planning, retirement planning, insurance analysis, estate planning, and investment management.

Raymond James does not provide tax or legal advice. Please discuss these matters with the appropriate professional.

Why We Do It:

At Terrell Investment Management, we believe continuous, long-term planning is essential. Whether focused on living well in retirement, or having more complex specific goals, we have all of the resources to help holistically manage your wealth.

Who We Work with:

• Individuals and Families
• Company executives and small business owners
• CPAs and attorneys
• Divorcees and retirees
• Institutions, foundations, and non-profits

Questions To Ask:

• Do you have a financial advisor? If so, are you happy with your current advisor?
• In regard to individual investments, do you know what you own and why you own it?
• Do you have defined financial goals and is your saving and investment plan designed specifically to help you meet those goals?
• Are you covered by an appropriate amount of life insurance so that in the event of your premature death, your loved ones would be cared for?