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Roth IRA Program - Tax Free Forever

Roth IRA Program - Tax Free Forever

401 K Rollover Assistance

Our advisors can work with you in creating a holistic financial plan that will help set you up for success now and in the future. We offer financial services to put you on track for wherever your journey takes you.

Connect With Us Today To Start Your Comprehensive Resource Plan

Connect With Us Today To Start Your Comprehensive Resource Plan

I specialize in long term comprehensive resource planning. My style of asset management utilizes modern portfolio theory which can be used to integrate your 401(k) rollover into the larger scope of your investment plan. This highly specialized approach using prudent allocation between stocks bonds, covered call writing and other income producing strategies can provide a superior rate of return over time.

Connect with our wealth advisory team to start an initial consultation today.

Se hablamos Espanol!

Tienes 401K? Preguntame como utilizario para lograr un gran retiro y la seguridad de la familia.

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What Can We Help You With?

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We provide custom tailored services, including:

We provide custom tailored services, including:

  • Integrated Financial Management
  • Corporate and Individual Retirement Plans
  • Executive Financial Services
  • 401K Rollover Solutions
  • Life Insurance
  • Long Term Care Insurance
  • Inter generational Wealth Transfer planning, in a tax efficient manner

INTEGRITY, Experience, and Extensive Resources are the foundation of our practice.

We are dedicated to helping our clients define and achieve success. 

We are a fiduciary, placing your interests first 100% of the time.

 

Asset Allocation Is Easier When You Understand The Equation.

Asset Allocation Is Easier When You Understand The Equation.

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

The Incredible Advantage of Roth IRA's

The Incredible Advantage of Roth IRA's

Roth IRAs offer an incredible advantage in the realm of retirement savings due to their tax-free nature. Unlike traditional IRAs, contributions to a Roth IRA are made with after-tax income, meaning that when it comes time to withdraw funds during retirement, those withdrawals are completely tax-free. This powerful feature allows individuals to enjoy the full benefits of their hard-earned savings without worrying about paying taxes on their distributions. Additionally, Roth IRAs provide flexibility by allowing individuals to withdraw their contributions at any time without penalty, making it an attractive option for those seeking both long-term savings and potential short-term financial needs. By harnessing the tax-free growth potential of a Roth IRA, individuals can secure a brighter financial future while maximizing the value of their retirement savings.

Rose Terry Consulting in partnership with Vanderbilt Financial Group

Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Managing an Inheritance

Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
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Managing Money as a Couple

Managing Money as a Couple
Keys to preparing to grow wealthy together.
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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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A Meal for All Generations

A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
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Global vs. International: What’s the Difference?

Global vs. International:  What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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CAREERS and APPRENTICESHIPS

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Tax

Managing your money involves more than simply making and following a budget.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

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Have a Question?

Reach out to us, and we can prepare a strategy for you.

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