Terri started studying for her Certified Financial Planner designation in 1989, long before the world of financial planning was mainstream. During her studies, she discovered a passion for this professional approach to wealth management, and that ignited an aspiration to deliver a better client experience than what was, at the time, a commission-based, sales-oriented standard.
Terri wanted to build a client-focused, consultative fee-based financial planning firm that was built on a professional approach. And over the years, she has helped thousands of workers transition successfully to and through retirement. Many clients have leaned on Terri for over 25 years, entrusting her to prudently manage their retirement resources and sustain an income. Today, we have multiple generations of families who lean on us for guidance. As the world of retirement has grown more complex, we have expanded our services to integrate financial planning with portfolio management. But every client starts with a comprehensive plan that focuses on retirement wellness.
Thirty-five years later, Terri is an industry veteran, business owner, author, national public speaker, educator, and dedicated practitioner. Her unwavering commitment and passion has built a different kind of company - an independent professional advisory firm that focuses on clients-first. She and her team help individuals transition into retirement in a way that other firms don't - holistically, with an expert eye towards detailed analysis and thought leadership on everything from income and budgeting to asset allocation, taxes and Social Security to Medicare and healthcare planning and more. She brings her extensive years of experience working with complex planning for wealthy families to benefit clients who would otherwise not have access to such expertise.
Our typical client has $3-7 million of net worth, with $1-4 million of retirement savings that we manage for both current income and future growth opportunities. Our investment focus is to help clients keep up with the rising cost of living, manage risk and be tax smart as we build and maintain sound custom investment portfolios that follows prudent risk management strategies. Ultimately, we seek to reduce the risk of running out of retirement savings and we aim to build clients-for-life.
Longevity Capital Management LLC is a boutique firm built on three simple principles: (1) always focus on clients first, (2) follow time-tested strategies, and (3) adhere to total due diligence before offering advice or recommendations.
