I am personally involved with every client from the very first time we meet, continuing every step of the way through implementation and ongoing review. Earning the privilege to become your trusted advisor requires building a long term professional and personal relationship.It is a rare occurrence to find your career calling at age 50, but over the past 8 years I have continued to be passionately committed to support the needs of our clients. I have been able to utilize my education, training, and previous career experiences to deliver extraordinary results for our clients.
Safe Money Management, Llc
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President And FounderSafe Money Management, LlcAtlanta, Ga, Us
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President & FounderSafe Money Management, Llc Jan 2011 - PresentGreater Atlanta AreaWe provide comprehensive financial planning and conservative, proven solutions for retirement income, investment management, asset protection, risk management, tax minimization, and estate planning.We design and implement successful retirement plans for individuals, professionals, small business owners and their families. Our areas of expertise include: •Financial planning and long term retirement budgets•Risk management and insurance services•Income planning and cash flow management•Investment management and portfolio design•Strategies for IRA, 401k, 403b, SEP and SIMPLE plans•Estate planning and advanced wealth transfer strategies•Tax planning and tax minimization
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Financial AdvisorGeorgia Wealth Management Oct 2007 - Dec 2010Greater Atlanta AreaA full-service financial services company committed to helping people pursue their retirement goals by offering a wide range of financial products and services to individuals and business owners.
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OwnerThe Blue Fox Salon & Day Spa May 2001 - Dec 2007Dunwoody, GaA full service salon & day spa with a staff of 30 including a retail operation selling jewelry, shoes, handbags, women's accessories & gifts.
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National Accounts ManagerThe Network Feb 1998 - May 2001Atlanta HeadquartersDesigned, sold & implmeneted integrated performance improvement strategies for Fortune 500 companies.
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Account ManagerBi Perfromance Improvement Jan 1994 - Nov 1997Atlanta Regional OfficeLed cross-functional team providing strategic solutions to improve sales, productivity, financial management, quality and customer service of Fortune 500 companies.
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Operations Analyst, Product Manager, Account ManagerMaritz Mar 1980 - Oct 1992St. Louis Headquarters & Florida Regional Office
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Operations AnalystUniversal Consulting May 1978 - Jan 1980
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Associate BuyerMay Company May 1977 - Apr 1978St. LouisResponsible for vendor selection, purchasing, advertising, departmental budget and merchandising of assigned categories within multi-store regional department store.
Terry Fox Skills
Terry Fox Education Details
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Southern Illnois UnversityFinance -
Accounting, Economics, & Statistics
Frequently Asked Questions about Terry Fox
What company does Terry Fox work for?
Terry Fox works for Safe Money Management, Llc
What is Terry Fox's role at the current company?
Terry Fox's current role is President and Founder.
What schools did Terry Fox attend?
Terry Fox attended Southern Illnois Unversity, Drake University.
What skills is Terry Fox known for?
Terry Fox has skills like Strategic Planning, Investments, Retirement Planning, New Business Development, Financial Analysis, Business Strategy, Strategic Financial Planning, Insurance, Project Management, Risk Management, Sales Management, Marketing.
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