Terry Balding & Associates

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Terry Balding & Associates is a financial planning firm designed with our customer's needs in mind. We will take the mystery out of your financial future. We can handle all the necessary details including financial planning, money management, investing, insurance, estate planning and ongoing monitoring of your needs.

You cannot afford to be without a financial plan when your future and the future of those you love is at stake. Terry Balding & Associates offers a high level of quality and service, and offers you the opportunity to rely on our expertise to help you reach your goals.

CORPORATE SERVICES
Our typical corporate client will be a person working in a corporation whose duty it is to fulfill some of the needs of the corporate employees.  We offer services to meet those needs.  

EXECUTIVE SERVICES
Our typical executive client wants someone who they can trust.  You can trust Terry Balding & Associates because we have the expertise to get you were you want to be financially, we respect your privacy and we are on your side.

INDIVIDUAL SERVICES
Our typical client has $300,000 to $2,000,000 invested with us and relies on us for Comprehensive Financial Planning services, including Financial Planning, Retirement Planning and Estate Planning. We build close personal relationships with our clients by helping them with life’s many complicated issues. 

While this is our typical client, we would be happy to assist clients of other means in meeting their financial goals.