Michael Terry, CFP™ is founding principal of Michael Terry Planning, LLC, a Fee-Only financial planning and Registered Investment Advisory firm Maspeth, NY in the boro of Queens, New York City. The firm specializes in providing hourly, as-needed financial planning and advice to people from all walks of life, as well as asset management, retirement planning and college planning. Michael Terry Planning, LLC is part of the Garrett Planning Network, a nationwide network of fee only planners.

Because no third-party compensation is received, all potential conflicts of interest regarding compensation are removed. Michael Terry Planning, LLC works solely for our clients with no third party agendas to influence his recommendations. Our focus is purely on the needs and risk tolerances of our clients.

We offer flexible, needs-based services. Our clients can select the program that makes sense to them, whether it is ongoing asset management and comprehensive services (typically the program selected by clients with a sizeable asset base) offered on a retainer basis or a percentages of assets under management, or one-time or periodic consultations (typically selected by the more self-directed investor or people in the earlier phases of wealth accumulation) provided at reasonable hourly rates. Our programs are flexible and can be custom tailored.

SUMMARY OF EXPERIENCE AND EDUCATION

• Experienced financial consultant involved in the financial planning profession since 1998.
• Financial Planner with Financial Asset Management Corporation in Manhattan from 1999 to October 2006
• Personally manages assets of over $24,000,000.
• Completed CFP course work through the College for Financial Planning. Received Certified Financial Planner (CFP) designation from the CFP Board of Standards in 1995.
• Editorial Financial Manager Money Magazine 1989-1997
• Accredited Asset Management Specialist from the College for Financial Planning, 1998
• MBA from New York University 1986
• Master of Music, Memphis State University
• Bachelor of Arts and Bachelor of Music, Memphis State University

MEMBERSHIPS AND AFFILIATIONS

• Financial Planning Association
• Former Board Member New York Chapter of the Financial Planning Association
• Past President, Kiwanis Club of Maspeth, 2004 - 2006
• Member, Maspeth Chamber of Commerce
• Assistant Scoutmaster, Troop 45, Maspeth, NY 2000 - Present
• Cub Master, Pack 225, Long Island City, NY
• Treasurer, Phi Mu Alpha Sinfonia, New York Alumni Society, 2005 through present
• Garrett Planning Network

MEDIA AND PUBLIC SPEAKING

Michael Terry, CFP™ has been quoted in many local and national communications including the New York Daily News, Money Magazine, Retire with Money, Consumer Reports, and other publications. He has appeared on Inside Edition and on National Public Radio. He has appeared in seminars for the Financial Planning Association of New York, hosted seminars on college planning, retirement planning and estate planning at numerous branch libraries in the Queens Public Library system. In addition, has taught the Introduction to Financial Planning and Retirement Planning at Marymount College in Tarrytown, NY and at St. John's University.