Having just passed the 10 Year Anniversary on October 1, 2018—founder Mike Terrio and the team are grateful to be able to continue assisting people with their financial planning and retirement planning goals.

The Terrio Group was founded in 2008, the same year as the recession, when retirees alone lost over $2 trillion over the course of fifteen months. “Opening our doors during the biggest downturn since the depression was an eye opener. It helped us really hone in on what was important to each new client who walked through the door. But when you start the dialogue with the inspiration conversation and you embark on formulating a strategy together, that’s when real progress can be made.”

When asked about what’s on the radar for the next ten years, Mr. Terrio was quick to emphasize the importance of maintaining the intimate, extended-family environment of his offices, no matter how much they grow.

“The constant changes within the economy are not something we can control. But what we can do is give our clients something they can consistently count on, and that’s our process. We also want to always be prepared, and we do this with the right technology in place, which streamlines efficiencies in our process. At the end of the day, we want to always be evolving, always minimizing our clients’ risk. And that’s how we want to spend the next ten years.”