"Securing Your Family's Future, One Step at a Time" - Terry Martine

Apex EventsWe have the experience and resources to help you achieve your financial goals.

Terry

Terry Martine


Advising on a Brighter Future

Our story

Terry Martine is a seasoned financial advisor with over two decades of experience in the financial services industry, specializing in strategies to maximize Social Security benefits for his clients. He began his career in 2000 as an Institutional Bond Broker with Vining Sparks, trading $10-$20 million daily. In 2003, he transitioned to a Financial Advisor role, first with UBS and then as an independent advisor starting in 2009.

With a keen focus on optimizing Social Security, Terry helps clients navigate the complexities of retirement planning to ensure they receive the maximum benefits possible. His expertise in this area has made him a trusted advisor for those looking to secure a stable and prosperous retirement.

Before his financial career, Terry served as a crew chief for F-15 fighter jets in the United States Air Force, a role that instilled in him discipline and precision. These qualities have been invaluable in his meticulous approach to financial advising.

Terry and his wife currently reside in Wellington with their two children, where he continues to help clients achieve their retirement goals while enjoying a fulfilling family life.

"Attending the Family Retirement Services seminar was a game-changer for me. Terry and the team provided such clear and personalized insights on investment management and retirement planning, making me feel confident and secure about my financial future."

-Anonymous
Terry Martine

Why FRS Investment Advisors?

At Family Retirement Services, we provide comprehensive financial planning that simplifies your life and ensures your future is secure. Join our upcoming seminar to discover how our personalized investment management, tax strategies, and retirement planning can give you the confidence and peace of mind you deserve.