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"Terry, a lifelong resident of the state of Kentucky, takes great pride in helping making retirement planning “S.I.M.P.L.E.TM.” With 28 years of experience, and in 2014, Terry became an Investment Adviser Representative to better support his client's needs and objectives. Terry's training and experience has helped him gain extensive knowledge in the areas of wealth preservation and distribution, retirement planning strategies, risk reduction, tax optimization, and asset protection strategies.

Terry has gained extensive knowledge in the areas of wealth preservation, retirement planning strategies, risk reduction, tax optimization, and asset protection strategies. He enjoys helping his clients take control of their retirement journey by keeping it "S.I.M.P.L.E." His primary objective is to help his clients protect and preserve their assets. He accomplishes this with a plan that is tailored to each of his client's specific goals.

Too many times Terry has seen doubt in financial futures because of complicated concepts and a feeling of not being able to ask the right questions. Together, we will determine what YOUR Dreams are and your ability to obtain them; this is YOUR Retirement Dream. I'm here to help you bring it to Reality.

Call me to see if we can bring your Retirement Dreams to Reality."