About Us |
Terri Saltzman | Advisor
Terri J Saltzman is a local expert in IRA/40lk planning for investors and baby boomers that are looking forward to retirement. She has taught retirement planning seminars in Kansas since 2002. She assists consumers 50+ to preserve their assets, protect their retirement income and more profitably organize their investments. People that consult Terri find that they may find ways to lower their tax bills, eliminate taxes on their social security, increase their fixed monthly income and obtain better protection for their financial future. Terri has been a licensed insurance agent for over 20 years and is a member of the National Association of Professional Agents and is an accredited member of the Better Business Bureau of Kansas boasting an A+ rating.
Terri is personally dedicated to finding innovative solutions to help people reach their retirement goals and live their life's dreams by utilizing the many products available. Those products include:
She has also partnered with Elder Law and Estate Planning Attorneys and CPA's across the state to bring solutions that address the needs of today's retirees. Terri is married with 3 adult children, 5 grandchildren & 2 great grandchildren. She has 2 dog children and I cat. She enjoys spending time with and spoiling her grandchildren and the rest of her family and fishing with her husband while trolling the lake on their pontoon boat. |
I am part of SafeMoney.com, an educational finance site that has been featured on media outlets reaching over 84 million households in the U.S. Google ranks them as the #1 online resource for safe financial strategies. You can visit my personal page and download three of their most popular booklets directly from there. There is never any cost to you for this, since I am a member. Just let them know on the download request that I referred you.
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Contact Us
MAIN OFFICE
209 E Kansas St. Glen Elder, KS 67446 |
CALL US
(785) 820-1860 |
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Schedule a time to meet with me and receive a FREE copy of Top 10 IRA Mistakes - How to Avoid Tax Traps by David F Royer.
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