Our Unique Process:
Introductions
In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.
Building Your Plan
In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
Proactive Management
As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives.
Terry D. Marshall
As Chief Broker of KeySource Enterprises LLC, Terry is involved in all aspects of the agency operations. Terry incorporates numerous insurance planning techniques to help his clients achieve their financial security. He works with individuals, business owners and their employees to set goals, provide strategies and implement a plan to reach their ultimate goals and retirement needs.
Terry received his MBA and a Graduate Certificate in Project Management from Keller Graduate School of Management. Terry is a US Army Veteran having served during Operation Desert Storm.
Terry works to help those who feel they are uninsurable become insured.
Terry has a passion for working with the elderly and young alike. He patiently works with all his clients to ensure they have a thorough understanding of whatever services he provides for them.
Terry enjoys traveling, fishing, cooking and gardening. He enjoys spending time with family and friends.