The best returns are more than financial

“A positive attitude causes a chain reaction of positive thoughts, events and outcomes.  It is a catalyst and it sparks extraordinary results.”

-Wade Boggs 

Value statement

Our team works alongside high-net-worth individuals and businesses to provide customized solutions and strategies to help effectively create, preserve, protect and transition wealth. We create unique wealth plans to help clients address their personal financial needs and achieve their long-term financial goals. We develop working relationships with our clients’ other key business advisors in order to provide a complete financial strategy for their wealth.

Retirement income planning:

Your dream of a lifetime: What does retirement mean to you? Take a moment to picture how you’d like to fill your days. Your ability to live the lifestyle you envision will depend largely on your ability to achieve financial independence during your retirement years. Which is why you’ve worked so hard, saved and invested.

Plan to address retirement risks: When your objective becomes a predictable retirement income, protecting assets on the downside becomes more important than out-performing on the up side. Therefore when you are investing during retirement you may be challenged by a set of risks you may not have experienced during the years when you were saving for your retirement. These risks are:

• Longevity
• Inflation
• Market
• Health Care

If you are near retirement or have already retired, Holli Terry and Greg Hornok can guide you through the retirement income planning process and help you put your plan into action – to produce a reliable, steady stream of income during retirement.

Required Minimum Distribution (RMD) Calculator -

www.kiplinger.com/php/ira/question.htm

Mortgage Calculator

Social Security - www.ssa.gov 

Veteran Affairs - www.va.gov

Medicare - www.medicare.gov

Honored to work with a nationally recognized teammate

At The Terry-Hornok Group, we are very proud that Financial Advisor Holli Terry was named a Forbes Top Women Wealth Advisor in 2022, 2023 and 2024, Working Mother's Top Wealth Advisor in 2021, and a Forbes/Shook Best-In-State Wealth Advisor in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Holli!

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.