We believe financial planning involves maximizing your wealth. At Terry Peschl & Associates, Inc., we define wealth as integrating all of your resources – financial, emotional, physical and spiritual. We help you to strike a healthy balance between all of your resources.
We believe the level of communication between us and our clients will determine the success; if married, it is important that both spouses are involved in the process. Financial planning is personal, so we may ask that you share things with us that you may not share with others.
Integrating Key Areas
We believe in integrating the key areas of financial planning – Retirement Planning, Investment Counseling, Estate Planning, Tax Planning, Risk Management Counseling, Educational Planning and Business Planning. We believe putting the proper balance in each of these areas is integral in achieving long-term financial success.
We believe that we should like and trust each other. If that ever stops happening, our relationship needs to be evaluated.
We believe that a competent and fulfilled staff is critical to execute our mission. We treat our staff with respect and ask that you would as well.
We believe in exceeding client expectations with unparalleled service, comprehensive knowledge, experienced staff and by remaining on the forefront of change, planning ideas and technology.