Terrell & Associates is an independent financial planning firm that has been serving the people of Louisiana for over 40 years. We pride ourselves on being different, working for our clients, not institutions. Our team of financial advisors provides a wide range of services, including investment management, retirement planning, life insurance, and tax strategies, to help individuals and families achieve their financial goals. From investment planning to risk management, our experienced team is committed to guiding you towards financial success. With a Personal CFO approach, we work closely with our clients to understand their unique financial needs and develop tailored solutions to help them achieve their goals.