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Michael Terry, CFP®

MTP Advisors

6964 Grand Ave
Maspeth, NY 11378
Phone: (718) 898-0871
Fax: (718) 732-2462

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Retirement
  • Sudden Wealth
  • Nontraditional Households

 

About My Practice

OVERVIEW

Michael Terry, CFP(TM) is the founding principal of Michael Terry Planning, LLC, a Fee-Only Financial planning and Registered Investment Advisory firm in Maspeth, NY in the borough 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 Garret Planning Network, a nationwide network of fee only planners.

Because no third-party compensation is received, potential conflicts of interest regarding compensation are removed. Michael Terry Planning, LLC works solely for our clients with no third party agendas to influence our recommendations.

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 periodic consultations provided at reasonable hourly rates.

 

Experience

MICHAEL TERRY, CFP(TM)

EXPERIENCE

  • 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 $25,000,000.
  • Completed CFP course work through the College for Financial Planning and received the Certified Financial Planner designation from the CFP Board of Standards in 1995.
  • Editorial Financial Manager MONEY Magazine 1989-1997.
  • Accredited Asset Management Specialist designation from the College For Financial Planning, 1988.
  • MBA from New York University, 1986
  • Master of Music, Memphis State University, 1979
  • Immediate Past President Kiwanis Club of Maspeth
  • Serves on the boards of several Non-Profit organizations
  • Has taught Financial Planning at St. John's University and Marymount College in Tarrytown, NY

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

 

How Planner Charges

Considerations: Hourly Planning Available or flat fee and retainers

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.