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.
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:
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 -
Social Security - www.ssa.gov
Veteran Affairs - www.va.gov
Medicare - www.medicare.gov
At The Terry-Hornok Group, we are very proud that Financial Advisor Holli Terry was named a Forbes Top Women Wealth Advisor in 2022, Working Mother's Top Wealth Advisor in 2021, and a Forbes/Shook Best-In-State Wealth Advisor in 2022. 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!
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about The Terry-Hornok Group.
May 12, 2021
Trend & cycle roadmap
March 18, 2021
Global insight weekly
October 10, 2018
Wealth Monitor Newsletter
July 12, 2022
Trend & cycle: The long view
While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.