Brett Terrell is the Founder and President of Terrell Financial Group, a registered investment advisory firm, and Asset Protection Specialties, LLC, an independent insurance agency. The focus and mission of our practice is helping our clients achieve a successful and enjoyable retirement. We achieve this goal with proactive retirement planning including financial, insurance, and healthcare strateg
ies. Our comprehensive view of retirement always begins with a detailed Income Plan—tailored so that the income needed for an enjoyable retirement lasts for as long as our clients live! Thanks to one of our clients, we called this customized income plan the Retirement Spending Plan. Terrell has been advising retirees and pre-retirees in the New Orleans Metro and South Louisiana areas since 2005. He has conducted workshops educating people on topics including maximizing Social Security income, protecting investments from market volatility, long term health care planning, legacy planning, and ways to make sure that you don’t outlive your nest egg. Brett is currently a registered member of the National Ethics Association.
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All written content on this page is for information purposes only. Opinions expressed herein are solely those of Terrell Financial Group and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investment advisory services are offered by Terrell Financial Group a Registered Investment Advisor in the State of Louisiana. (Registration does not imply a certain level of skill or training) Insurance products and services are offered through Asset Protection Specialties, LLC. Terrell Financial Group and Asset Protection Specialties, LLC. The presence of this page shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Louisiana or where otherwise legally permitted. Brett Terrell does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. are not affiliated with or endorsed by the Social Security Administration or any government agency.
