Terrell Financial Group Information

Brett Terrell is the Founder and President of Terrell Financial Group, a registered investment advisory firm, and Asset Protection Specialties, LLC, an independent insurance agency. The focus and mission of our practice is helping our clients achieve a successful and enjoyable retirement. We achieve this goal with proactive retirement planning including financial, insurance, and healthcare strategies. Our comprehensive view of retirement always begins with a detailed Income Plan - tailored so that the income needed for an enjoyable retirement lasts for as long as our clients live! Thanks to one of our clients, we called this customized income plan the Retirement Spending Plan. Mr. Terrell has been advising retirees and pre-retirees in the New Orleans Metro and South Louisiana areas since 2005. He has conducted workshops educating people on topics including maximizing Social Security income, protecting investments from market volatility, long term health care planning, legacy planning, and ways to make sure that you don't outlive your nest egg. Brett is currently a registered member of the National Ethics Association. Brett is a native of Bourg, Louisiana a small town just outside of Houma. He spent his childhood years enjoying the culture, food, fishing, hunting, and people from "Down the Bayou". After a few years living out of state, Brett returned to the great state of Louisiana in 1994, when he settled in Metairie. There he met his wife, Annette, in 1997 and they have lived in Metairie ever since! Brett and Annette are proud parents of a daughter, Chloe Ann and a son, Griffin Elliot. They all attend St. Clement of Rome Catholic Church in Metairie. The Terrell's enjoy visiting with family, the great restaurants of New Orleans, LSU football, and cheering for the New Orleans Saints (love when Chloe says "DEEEWWWW BEEEEEEEEES!