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.