Terry Peterman Email & Phone Number

As a Financial Advisor at Edward Jones, I advise business owners professionals so they can spend more time doing the things they love while allowing them to achieve financial freedom by preserving and growing their legacy using goals based advice. I currently serve some of Rowlett, Garland, Rockwall, and Sachse's most successful individuals, families, and businesses by creating tailored investment strategies oriented toward your personal financial goals. There are no cookie cutter approaches to investment so it is essential that we work together to build an investment strategy suited to your personal and professional goals. I understand you may be:--Too time constrained to create an effective financial roadmap in alignment with your life priorities and unique situation--Under exposed to strategies that help optimize your wealth by minimizing, deferring, or offsetting your taxes--Unsure about addressing legacy planning concerns that are intensely personal, or unsure how to plan for continuity issues for your business.--Concerned that you do not know enough about investing to chose the right investment --Stressed that your investments do not reflect your current situation and risk tolerancePerhaps this is because you have not had the opportunity to meet a trusted advisor in the wealth management sector. Perhaps you are too busy to get the chance to sit down and think about the important aspects of your financial strategies that go overlooked.I can safely say that due to the work I do as a financial advisor at Edward Jones, I can help you achieve your financial goals and provide real value by:--Create A Real Game Plan Towards Early Retirement and Financial Freedom Via Custom Estate and Insurance Strategies --I Believe in a Quality-Oriented, Long-Term Investment Philosophy Tailored to Your Life Priorities so that Your Portfolio Becomes a Source of Confidence and not Concern--Through Exceptional Client Service, I Make a Difference in my Clients' Lives by Being a Trusted Professional Who Partners with Clients throughout Their Lives. As a client you should always feel understood, informed, in control and secure about your financial situation.To learn more about how I can help you reach your goals, please shoot me a direct message through LinkedIn or use the contact information below:EMAIL: Terry.Peterman@edwardjones.comPHONE: 469-543-2576/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Higher Education, Public Speaking, Teaching, Curriculum Development, and 2 others.