Terry S. Mulhern MBA, RICP

Book Directly with the Financial Professional

Terry brings over 25 years of financial service and insurance industry experience to every client. Terry holds an RICP (Retirement Income Certified Professional) and is the author of the top selling book Retirement: Congratulations You Have Been Promoted to CEO

Having the RICP designation means Terry has specialized education in retirement income, and is committed to professional and ethical best practices. Typically, financial professionals are trained to help clients
accumulate wealth. But what happens in retirement? Clients need to ensure that the wealth they’ve spent decades building will last through retirement and beyond.

Every individual and family are unique with specific goals around their financial future. There is no “cookie-cutter” solution to meet your goals. That is why Terry gets to know every client personally, so that he can build a customized strategy to fit your specific goals.