Based in Denton, Texas, we are leaders in helping our clients choose the best retirement plans for their financial needs. We specialize in 403(b) tax sheltered annuities, as well as other retirement plans. We are licensed in Texas and service all school districts throughout the state. We assist teachers at their time of retirement in understanding their options with TRS. We provide information regarding Social Security and Medicare.
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When choosing a retirement plan, it is important to obtain the assistance of a Financial Broker and Certified Senior Advisor. Terry Lancaster graduated from The University of North Texas with a BBA in Finance. He has 17 years experience in the 403(b) business. He is married and has a family. He is dedicated and disciplined not only in his business of helping clients save for their retirement, but he is also a 6-Time World Champion Powerlifter and holds World Records in the Bench Press and Dead Lift events. |
