

As a business owner, you've spent years investing your time, energy, and resources into your company’s success. But what about your personal financial future? You deserve a retirement that reflects your hard work, with the freedom and wealth to enjoy it.
This webinar was designed with self-employed business owners like you in mind!


You have poured your heart and soul in the same company or city for over 20 years. Now the time is nearing for your departure. You realize that 2025 will look totally different from any other year you have lived. It's time to go full-time in your business or retire wealthy and REALLY enjoy the fruits of your labor.
Whether leaving your employer voluntarily or involuntarily you are looking to place your assets in secure vehicles that will grow as you continue live your best life and maintain that blessed lifestyle.
Does this sound like you?
You have poured your heart and soul in the same company or city for over 20 years. Now the time is nearing for your departure. You realize that 2025 will look totally different from any other year you have lived. It's time to go full-time in your business or retire wealthy and REALLY enjoy the fruits of your labor.
Whether leaving your employer voluntarily or involuntarily you are looking to place your assets in secure vehicles that will grow as you continue live your best life and maintain that blessed lifestyle.
Does this sound like you?



Stop relying on luck. The real threat isn't next quarter's P&L; it's leaving the personal savings of a lifetime vulnerable to the next unpredictable market shock.
Your years of hard work deserve certainty. This is the perfect moment to pivot from growing your company to aggressively protecting your personal future.
















Terri founded TNA Financial Group™. A financial services company specializing in helping business owners develop, grow, and protector their retirement. The company serves clients in over 22 states. As a highly sough after consultant and coach, Terri is committed to build, grow, and protect her clients' wealth from financial infirmities and inflation changes. She educates with proven strategies and financial principles to provide solutions to her clients. She personally has over 300 clients to date most are business owners and entrepreneurs.
Before transitioning into full-time entrepreneurship, Terri served as a STEM Academy principal and instructional coach. She has a Masters degree in education with a concentration in STEM and a Small Business Institute Certificate in Entrepreneurship from Southern Methodist University. Terri graduated from Christian Brothers University with her undergraduate degree in Finance.


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662-420-4295
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