The 8 Elements of Financial Control

Founder Michael Terrio introduces the 8 Elements of Financial Control and explains how they are the cornerstone of his financial planning and retirement income strategies.
Our mission is to help our clients find their passion and  design a personalized plan to live it.
– Michael terrio
In addition to being the president and founder of The Terrio Group, Michael Terrio is an Investment Advisor Representative, Chartered Retirement Planning Counselor, and an Accredited Asset Management Specialist.

Mr. Terrio is also a nationally renowned speaker who has been featured on Fox Business, The Wall Street Journal, and Daily Finance; and on local media outlets like WFLX FOX 29, WPEC CBS 12, ABC & 25 WPBF.

How the 8 elements work
The 8 Elements of Financial Control is a process founded on a philosophy conceptualized by Michael Terrio in response to his discovery process with clients, which begins with an “inspiration conversation” and feels more like two acquaintances developing a friendship than a conventional client-advisor assessment.

The 8 Elements of Financial Control has proven to be an effective methodology which has become the blueprint of the evaluate – investigate – educate – activate process. When you combine this philosophy with many personal touches you just don’t get with large enterprises, an organic chemistry results, along with lasting relationships, which are mutually valued, and reciprocated.

Our Process Is As Easy As …

Evaluate

This 1st step is a friendly exchange of information–we actively listen to your goals.

Investigate

Next we map out the blueprint that is going to best accomplish your goals.

Educate

We take complex methodologies & break them down into clear language.

Activate

Success! We put your plan into action and keep an open dialogue with you — always.

Location & Hours

542 NW University Blvd, Suite 102 B
Port St. Lucie, FL 34986
772-807-4628

2104 SE Rays Way
Stuart, FL 34994
772-807-4628

5201 Eden Ave.
Edina, MN 55436
763-259-3644

MON – FRI
8:30 AM – 4:30 PM

Get In Touch

Send your questions directly to us. 

contact the terrio group

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