Transforming Financial Uncertainty into Confidence
Jeffery Cole | Investment Advisor Representative, Life Insurance Agent, Broker Dealer Agent
Achieve your financial goals with clarity and peace of mind.
⭐️⭐️⭐️⭐️⭐️
Jeff is our go-to financial advisor for any type of financial questions. We always rely on his expertise.
- Alexandra Reyna Arcos -
⭐️⭐️⭐️⭐️⭐️
Extremely knowledgeable advisors, Great group to work with!
- Justin Linsea -
⭐️⭐️⭐️⭐️⭐️
Great customer service, knowledgeable.
- Rachel DeMass -
These are client testimonials. No compensation was given for reviews. Reviews were left on Google.
What Everyone Wants to Know
Transparent answers to the questions I am most frequently asked — in 90 seconds or less.
There are no secrets here, the best client is an informed client.
Are You a
Fiduciary?
Yes - Learn More
How Are You Compensated?
Based on Your Needs
What Services Do You Provide?
Full Hybrid Services
What Differentiates Your Services?
Total Personalization
WE. DO. IT. ALL.
The last phone number you need, for all your financial needs, is your TerraWealth advisor.
MANAGED ACCOUNTS
ETFS
MUTUAL FUNDS
INDIVIDUAL STOCKS & BONDS
FAMILY GOVERNANCE & EDUCATION
VARIABLE ANNUITIES
FIXED ANNUITIES
FIXED INDEXED ANNUITIES
LIFE INSURANCE
CASH MANAGEMENT
LONG TERM CARE
TAX STRATEGIES
DISABILITY INSURANCE
LIQUIDITY & EXIT PLANNING
LEGAL, ESTATE & PHILANTHROPY
401K/RETIREMENT PLANNING
What to Expect Working With Me
My Process
The Difference I Make for You
My goal is not just to provide skillful professional services but to give my clients peace of mind. Here’s how working with me can transform your financial experience.
Before Onboarding
Anxiety
Uncertainty
Stress
Overwhelm
Fear
Confusion
Doubt
Insecurity
Frustration
Helplessness
After Onboarding
Confidence
Relief
Peace of mind
Security
Empowerment
Clarity
Satisfaction
Optimism
Control
Gratitude
I am committed to guiding you through every financial challenge and helping you achieve your goals with a clear and strategic plan. Let's work together to transform your financial future and give you the confidence and security you deserve.
Verify My Credentials
See my BrokerCheck with the Financial Industry Regulatory Authority to Verify:
Who Should Meet With Me?
Individuals with $250,000 or More in Assets: If you have substantial assets and need strategic advice to manage and grow your wealth, my services are designed for you.
Those Seeking Comprehensive Financial Planning: If you want a holistic approach to your financial situation, including investment strategies, tax optimization, and risk management, we can create a tailored plan for you.
Goal-Oriented Individuals: If you have specific financial goals, such as retirement planning, education funding, or estate planning, I can help you develop and implement a plan to achieve them.
People Looking for Long-Term Guidance: If you value a long-term relationship with a trusted advisor who will guide you through various life stages and financial decisions, I am here to support you.
My Personal Creed
By following this creed, I strive to provide you with the peace of mind and confidence you deserve, helping you achieve your financial goals and live the life of your dreams.
Fiduciary Commitment
I act solely in your best interest, providing unbiased advice and personalized recommendations. Your financial well-being is my top priority, and I am committed to maintaining the trust you place in me.
Client-Centric Approach
I believe in treating people the way I want to be treated—with respect, honesty, and empathy. Your goals, concerns, and aspirations guide every decision we make together.
Transparent Recommendations
I recommend financial strategies and products based on their merits and your unique needs, regardless of my personal potential compensation. Your success is my success.
Education and Empowerment
I am dedicated to educating and empowering you to make informed financial decisions. I will take the time to explain complex concepts and ensure you feel confident in your financial plan.
Long-Term Partnership
I am committed to building a long-term relationship with you, providing consistent support and guidance as your financial needs evolve. Your financial journey is a shared journey, and I am here for you every step of the way.
Ethical Practices
I adhere to the highest ethical standards in all my professional dealings. Integrity, honesty, and transparency are the cornerstones of my practice.
How Many Financial Mistakes Can You Afford Before It’s Too Late?
1. Will you ever be able to retire? The median 65-74 year old only has $200,000 saved for retirement, do you want to end up a negative statistic?
2. Are you prepared from rising medical expenses in retirement? A typical couple’s Medical costs in retirement are $315,000, post-65, are you financially prepared to manage this substantial cost?
3. Are you going to run out of money? 2 in 3 Americans worry more about running out of money than death!
Don’t become a statistic, let’s transform your financial anxiety into financial confidence.
Transform Your Financial Uncertainty into Confidence
This material is sourced from believed to be reliable sources. It is not intended to provide tax or legal advice and it is recommended to seek the advice of a tax or legal professional for your specific situation. Some of the content was created by TerraWealth for informational purposes only and does not reflect a solicitation for the purchase or sale of securities. By sharing your contact information, you are giving permission for the recipient to reach out to you using the methods specified. Check the background of your financial professional on FINRA's BrokerCheck.
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