Helping You Increase Joy, Happiness, and Purpose By Removing Your Stress About Money
WHY DO YOU DESERVE MORE
You’re successful…
You’ve worked hard to acquire and keep what you have…
You understand there’s a deeper meaning behind your wealth…
The more successful you become and the more wealth you accumulate, the more complex the issues become.
At your level, you deserve more than a traditional financial advisor, or money manager… you deserve a fiduciary family office to simplify, consolidate, and coordinate a team of experts to help guide you through the complexities of your financial life.
We help successful entrepreneurs like you increase your joy, happiness, and sense of purpose by removing your stress about money. We help you get your entire financial life in perfect order and keep it that way forever.
CLIENT REVIEWS
PROGRESSION OF WEALTH ADVISORY
Let’s Schedule Some Time to Create Your Financial Road Map and Landmark Goals.
WHO SHOULD YOU LISTEN TO?
NEWS & SOCIAL MEDIA
Financial entertainment news, social media posts, neighbors, friends, alarming phone alerts, other unlicensed experts and fake financial fortune tellers.
FINANCIAL/ INSURANCE SALESPERSON
Sales agents and sales brokers (acting like “advisors”), working at a bank or insurance company, charging commissions, bringing conflicts of interest.
ASSET COACH & TAX STRATEGIST
Completely independent and objective professionals, no commissions, held to a higher legal standard of fiduciary care in all advice given to you.
Let Terra Firma help you make the most of your time. The holistic management of your entire financial life is something you can delegate. Our process is designed to give you complete peace of mind so you can focus on the things in life that are more important than money that can’t be delegated (health, time with family, etc…)
LET US HELP YOU MAXIMIZE YOUR TIME
WE ARE DIFFERENT
We help you enhance your quality of life and live your legacy by helping you get your financial house in perfect order. That way you can make choices about your money that are in alignment with your most deeply held values and achieve your important tangible goals.
We seek to understand everything we can about you and then coordinate analysis with a team of Subject Matter Experts to produce a holistic, comprehensive strategy that will ultimately simplify your life and allow you to live the life you want by focusing on what’s most important to you.
Our job is to help protect you from any threats (including yourself) to your Comprehensive, Written, Lifetime financial plan.
The goal is to help increase your financial & lifestyle freedom, so you can life your ideal life and accomplish your Landmark Goals for Living, Longing, and Legacy.
Our team shares both the pros and cons of your different options before you make decisions. We also don’t charge commissions – instead, we work hard to earn your family’s trust and be valuable enough that you are more than happy to pay for our services.
INCREASE YOUR FINANCIAL & LIFESTYLE FREEDOM TO DO MORE OF WHAT YOU LOVE
WHAT IS TERRA FIRMA MEMBERSHIP?
Terra Firma and our family of companies offer a large variety of services across the financial industry. So many that It may be hard to know what services you need in your current situation and that’s why we created the Terra Firma Membership. The membership is a holistic financial program that encompasses tax planning and compliance, wealth management, asset management, business consulting, and more. Through our ecosystem of companies we are able to better serve our clients and make sure there are no gaps left between the different professional advice you are receiving.
The membership is a comprehensive and structured plan for anyone aspiring to reduce their taxes and increase their wealth the way the wealthy do. Our membership will provide productive and valuable solutions to how and why you are reducing your taxes while building your wealth. Our goal is to empower you to take back full control of your financial situation.
WHAT IS TERRA FIRMA MEMBERSHIP?
We help you enhance your quality of life and live your legacy by helping you get your financial house in perfect order. That way you can make choices about your money that are in alignment with your most deeply held values and achieve your important tangible goals.
We seek to understand everything we can about you and then coordinate analysis with a team of Subject Matter Experts to produce a holistic, comprehensive strategy that will ultimately simplify your life and allow you to live the life you want by focusing on what’s most important to you.
Our job is to help protect you from any threats (including yourself) to your Comprehensive, Written, Lifetime financial plan.
Our job is to help protect you from any threats (including yourself) to your Comprehensive, Written, Lifetime financial plan.
The goal is to help increase your financial & lifestyle freedom, so you can life your ideal life and accomplish your Landmark Goals for Living, Longing, and Legacy.
Our team shares both the pros and cons of your different options before you make decisions. We also don’t charge commissions – instead, we work hard to earn your family’s trust and be valuable enough that you are more than happy to pay for our services.
OUR VALUE PROPOSITION
We will help you ALIGN your financial choices with your most important goals and most deeply held values.
You will have your entire FINANCIAL HOUSE in perfect order and we will keep it that way forever.
You will have TOTAL CONFIDENCE that no matter what happens in the markets, the world, or the economy you will be on track to accomplish your goals for the reasons that are important to you.