Our Mission
Our team’s mission is to proactively deliver a financial security plan to help our clients achieve their goals & dreams.
Our clients value our knowledge on personal and business matters and the personal relationships that we have built with them. Our clients have expressed concern that a disruption to the planning process could negatively affect their path to success. By creating a partnership and building a team, we have addressed this concern and added more value at the same time! We share the same mission, values, and staff to assure continuity if either of us were unable to serve our clients. Our clients rely on us to oversee their financial game plan for multiple generations, and with our partnership we can offer a consistent and streamlined process.
Together we have over 40 years of experience, numerous designations of professional achievement and a growing list of clients who have placed their trust in us.
To learn more about Brian, please visit his website at www.briankelly-nm.com.
To schedule a time for your Personal Planning Analysis or Business Planning Analysis please call me at 952-224-7950 or email at terry.mctigue@nm.com.
We look forward to talking with you soon.
Terry & Brian
