We Are Different Than Most Firms
There are two fundamental ways a financial professional can help you. The first is to seek higher returns, often requiring more risk. The second is to find money that you may be losing and will lose in the future. We find most people will unnecessarily lose more dollars than they will accumulate over their lifetime.
Educational Workshops:
What We Do:
About Us
Terrence Rocks
President & Founder
Terry is a highly respected speaker, trainer, and mentor within the financial services industry. He has trained thousands of financial professionals throughout the US and Canada in taking a different approach to the practice of financial planning. Terry’s convictions shifted after seeing too many people on the receiving end of improper advice. The financial burdens this improper advice placed on families, businesses, and ministries, along with a calling from the Lord above, is what inspired him to launch Teleios Financial Partners.
Our Services
Retirement Planning – Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Tax Management – Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Estate Planning – Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Risk Management – Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Education Funding – Recommending investment and accumulation strategies to help you pay for your children’s education.
Investment Planning – Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
Employee and Executive Benefits – Helping your business attract and retain qualified employees through benefit packages.
Ways to Connect:
Office Address:
1900 South Harbor City Boulevard, Suite 328
Melbourne, FL 32901
Office Hours:
Monday - Friday 9:00 - 5:00 EDT