Terry Balding & Associates - Individual 

Individual Services
See below for a brief description of each of our Individual Services. Click on the paragraph heading or the left hand navigation links to go to the detail page for each services.

Contact Terry Balding & Associates with all your questions.

Professional Money Management 
Terry Balding & Associates can develop a professionally managed portfolio specifically designed for you.

Financial Planning
A certified financial planner can simplify your life by helping you set goals, by answering questions and by developing a financial plan that will work for you.



Estate Planning
If you thought that estate planning was only for the very rich, get ready for a surprise. It may be even more important for those with modest income to plan carefully, to conserve the maximum value of their assets for distribution to their chosen heirs. 

Retirement Planning
Terry Balding & Associates can design a retirement plan to meet your needs.

Insurance
Terry Balding & Associates sells Life, Health, Disability and Long Term Care Insurance.

401K/IRA Rollovers
Terry Balding & Associates offers Free Transfers! Not only are they free, but we do all the work for you, you just sign the forms.

Find out how Terry Balding & Associates can help you.