Making Your Future a Success with Financial Services & Planning
Building, Growing, and Protecting Multi-Million Dollar Legacies™.
Making Your Future a Success with Financial Services & Planning
Building, Growing, and Protecting Multi-Million Dollar Legacies™.
OUR SERVICES
What Services We Offer
Risk Management & Life Insurance
Recommending policies to migate the risk of income loss due to an unforeseen illness or untimely death
College Funding & Beyond
Recommending strategies to help you pay for your children's education with alternative strategies that can be used as capital for their first business and beyond.
Retirement Planning
Discovering how much you need to retire comfortably and creating a roudmap to get there. Making the most of your employer- sponsored retirement plans and IRAs for your staff and/or yourself.
Executive Bonuses
Offering bonus options for business owners to attract and retain top talent.
Estate Conservation
Coordinating with your tax and legal team to preserve your estate for your intended heirs while reducing exposure to estate taxes and probate costs.
" In order for you to be financially free you need to know where you are and where you want to be"
" In order for you to be financially free you need to know where you are and where you want to be"
FINANCIAL PHILOSOPHY
Terri Alford, Principal
" In order for you to be financially free you need to know where you are and where you want to be"
FINANCIAL PHILOSOPHY
Terri Alford, Principal
Our Next Event
OCTOBER 23-25, 2025
Terri will be speaking at ...
NOVEMBER 14, 2024
NOVEMBER 24, 2024
NOVEMBER 30, 2024
INSURANCE COMPANIES
We Work with Trusted Life Insurance & Annuity Companies
TESTIMONIALS
Hear from Our Clients
ALEX JENKINS, FNP-C
MY FACE LADY
"Terri helped me set and achieve my financial goals! I never really knew my options when it came to life insurance or annuities. She walked through everything when it came to my policies and explained the benefits of each policy! She's knowledgeable and efficient. I trusted Terri with my funds, and now I just sit back and watch them grow!"
BOSQUE & KEISHA MOORE
"Working with Terri has been absolutely great. There are so many moving parts to insurance, especially relative to wealth building and Terri has been exceptional in explaining her products and the value they provide to families. My wife and I selected Terri as our agent because of her generosity, authenticity, knowledge and compassion to make a difference in our communities. We consider her not only our agent, but a trusted friend that we can reach out to whenever needed."
BRITTNEY SOLOMON
"Terri is amazing and is an asset as a financial advisor. She has educated me on many ways to secure my financial future and helped me obtain policies that align with my current and future needs. I am a forever customer of TNA Financial Group!"
TWLA SAULS
"Terri Alford, M.Ed. is extremely knowledgeable and genuinely passionate about helping her clients obtain generational wealth and prosperity. I can honestly say that she is the first financial advisor that I know is legitimate and truly has her client's best interest in mind. I'm not hesitant to recommend Terri to my friends, family, associates, etc. because I know they will be in safe hands. Lastly, it is commendable that Terri makes sure she stays on top of financial business tips and strategies, and eagerly shares the information with others."
DANIELLA ALMEA
RELIABLE CHOICES LLC
"Terri thank you so much for my wings to fly! Thank you for making me believe in myself... The 5-Day Consistency in Cash Flow Challenge gave me the blueprint and confidence I need to succeed in this business."
KAYLA STUTSON
OWNER, THRIVE FINANCIAL PLANNING & CONSULTING
"Terri has been an amazing coach! She has supported me on every goal since I started. She has been the biggest cheerleader and so knowledgeable of the products of the companies she represents."
HILARY J. GUIDRY
"As a mentor, Terri excels in guiding and nurturing aspiring professionals in the field. Her approach is not just about imparting knowledge, but also about instilling confidence and instigating personal growth. She leads by example, demonstrating the highest standards of integrity, professionalism, and empathy. In Terri, you'll find not only an outstanding expert in life insurance but also a mentor who genuinely invests in the success and well-being of those around her. I wholeheartedly recommend Terri to anyone seeking guidance and expertise in the world of life insurance. Her dedication, passion, and mentorship are invaluable assets to the industry."
ADRIAN JONES
"When things got hard you never made me feel like a failure, never let me get down on myself. Instead you helped me understand that I was in fact failing forward and much closer to my breakthrough...you are the epitome of a trailblazer who invests as much in others' success as you do your own."
CONTACT US
We’d Love to Hear from You
We look forward to meeting with you and fulfilling your financial needs! Book An Appointment today!
Location:
Dallas-Fort Worth Metroplex
Open Hours:
Monday - Friday: 9am - 7pm CST
Saturday: By appointment only Sunday: Closed
682-305-1593
