Book an Appoinment

Meet The Team

We help individuals and families pursue their ideal retirements.

Meet the professionals who can help pursue your goals

Terry Holman


Terry Holman strives to help individuals and business owners uncover financial and tax planning strategies to help achieve their short and long-term investment and retirement goals.Terry joined the financial services industry in 1979, serving Atlanta and the surrounding areas. He is dedicated to providing each client with superior service with a focus on helping the people he works with keep more of what they have earned.

Terry holds his life insurance license in the state of Georgia where he is an Investment Advisor Representative. He has been featured in multiple Atlanta-area newspapers, where he shared his professional insights about financial planning. Terry cherishes quality time he spends with his wife Darlene, their two daughters and is humbled by taking the grandchildren on vacation to Disney World.

Heather Holman


Heather is the mother of three teenagers, ages 14-20, and is the eldest daughter of Terry and Darlene Holman. Heather is an energetic personality who wears multiple hats in our firm. She handles a wide range of administrative and executive support-related tasks. Heather keeps the office well organized and flexible and enjoys the managerial challenges of supporting an office of diverse people. She coordinates office administration procedures and ensures organizational effectiveness, efficiency, and safety. As office manager, Heather develops intra-office communication protocols, streamlines administrative procedures, inventory control, office staff supervision, and task delegation. She has excellent communication and interpersonal skills and enjoys interacting with staff, clients, and their families.


Ready to Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.




Or give us a call at 678.775.6860.
Sign up for our Guaranteed Income Seminar