|
|
 |
 |
| 
|
Since 2001, Stephen has assisted clients in creating planning programs. Stephen coordinates with other professionals such as Estate Planning Attorneys to design the most advantageous planning techniques available.
Stephen attended the University of Houston and is considered one of the state's leading elder planners working with retirees and those thinking of retiring. Stephen looks forward to helping clients avoid the financial and emotional disasters that often occur due to lack of proper planning or poor knowledge. Stephen is always searching for new ideas to better benefit his client's financial situation and is highly regarded by his professional colleagues.
 Mr. Terry's unique approach, as well as his development of client relationships, has been the key to providing the highest quality services. For Stephen it’s important to be independent because it allows him to offer the best solution for a client’s specific needs.
He is also dedicated to providing methods of raising money to various types of charities and nonprofit organizations. These methods can be used for immediate needs, grants, or future endowments
Stephen and his wife of over 34 years, Lia, reside in Littleton, Colorado. In his spare time, Stephen enjoys playing guitar and basketball.
 |
|
