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| Norris Financial Group, LLC |
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Overview:
We believe the value of an individual’s lifetime efforts can be measured by the difference they make in the lives of others. Husbands and wives, fathers and mothers, brothers and sisters, friends and loved ones, employees and employers; the value of a lifetime is measured by the impact our actions have on the lives of those we care about.
Making a positive difference in areas of financial well-being isn’t easy. Life is complex and each individual is unique. Each circumstance is different and economic environments are constantly changing. What works today, won’t necessarily work tomorrow. There are no easy answers and there is no crystal ball. The solution to answering life’s financial challenges is knowledge, experience, and effort. Unfortunately, we believe that daily living prevents most people from giving their financial affairs the time and effort required to get it right.
As a trusted advisor, we strive to provide valuable guidance to our clients. Whether we are providing financial strategies and direction, or actively managing their investment assets, we seek to make a positive difference in their outcomes. Each client represents a wide range of challenges and solutions. Each challenge faced by a client offers us an opportunity to make a difference. We appreciate and value our trusted position and will exercise the greatest effort and knowledge on behalf of each and every client. |
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History:
Terry L. Norris has been in the financial services industry since 1974, and has an extensive background in multiple areas of finance and investments. Early in Terry’s career, he directed insurance agencies and later was the qualified plan advisor to a state wide (NC) network of producing agents. In the early 1980’s, he was the advanced underwriter for an insurance company headquartered in Greenville, SC. Terry also served as marketing director for their financial planning division. In 1985, he opened his own financial services company in Greenville. The business model has always been focused on true independence. Although Norris Financial Group®, LLC (NFG) is affiliated with Royal Alliance & Associates, the firm remains completely independent.
Terry holds a Charter Life Underwriter (CLU) designation from the American College. The requirements for this designation consisted of ten university level courses and exams in financial services. The course work for this designation was completed in 1983. At the time, there were no other advanced degree designations for financial professionals. Soon afterwards, Terry completed the designation requirements for the Chartered Financial Consultant (ChFC) designation. This course work built on the CLU designation, adding three more university level courses in financial planning. Mr. Norris is also a Certified Financial Planner (CFP®). The CFP® designation initially requires the completion of six graduate level courses over an 18 month period. Each course is subject to a four hour exam that must be passed in order to sit for the national exam. The national exam is a ten hour exam held over two days. All designations and certifications require ongoing continuing education. Terry also holds a Series 7 general securities registration and is a registered principal. In 2001, NFG registered in the state of South Carolina as an independent Registered Investment Advisor (RIA), and recently was registered nationwide with the Securities and Exchange Commission (SEC).
Our firm is dedicated to providing personalized financial consulting and investment asset management. In being an independent firm, NFG strives to offer unbiased and truly independent advice. Today’s financial services are offered through many venues, and in many forms. The uninformed investor may tend to see the financial community as all the same, painting everyone with one brush. However, at NFG, independence means autonomous and unbiased thought, proprietary methodology, and discretionary execution. We believe there is an art, and a science, to the delivery of sound planning and investment advice. We have built on the most sophisticated technologies available to fine tune the science of planning and investment execution. Our years of experience lend insight and judgment to the art of relationship building and knowing when to apply the right strategies for effective planning and asset management. Our continued dedication to merging the art and science of financial services have evolved into our proprietary methodology of OneLife® Wealth Managment.
OneLife® Wealth Managment consists of using the appropriate strategies, planning tools, and investment asset management execution as dictated by the client’s life stage. It is your guided path through the myriad of decisions you will have to make during your one lifetime. Our approach is designed to lead you from young adulthood to life’s end and through all the stages in between. Throughout your lifetime you will be faced with thousands, if not tens of thousands of financial and emotional decisions. Some of these decisions will be made with great forethought, and others, in the blink of an eye. Regardless, each new decision creates opportunity, and each past decision terminates potential possibilities. Your life course is much like the branch tributaries of a river, once decisions are made, it may be difficult if not all together impossible to reverse their course. However, financial choices should not paralyze a person into inaction. Confident decision making comes from planning and knowledge. You will be better prepared if you have an experienced and knowledgeable advisor by your side to help you make the most of your one life’s opportunities. |
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| Toll Free:
+1 877 871 7751 |
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