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Terry Anderson

Terry Anderson

Financial Advisor

12760 Stroh Ranch Way • Suite 102 •Parker, CO  80134
Phone:  303-663-0111 • Email:  tanderson@capasset.net

Terry Anderson has a longstanding tradition of helping his clients accumulate and preserve wealth.  He has over 30 years of experience addressing the specialized financial planning

problems of his affluent clientele, implementing insurance and financial strategies crafted to meet their retirement, estate and business planning objectives. Analyzing the risks against the need to provide continued portfolio growth potential is an important component of a successful investment plan. According to Terry, “Wealth must be prudently managed and carefully nurtured in the hope to endure the twin ravages of taxes and inflation.” He asks tough questions, then designs creative recommendations, coordinates planning resources, secures financial instruments and follows through by monitoring the results for his clients. Terry’s clients enjoy the personalized service and attention offered by a private wealth management team.

Terry attended the University of Wyoming and the University of Nebraska at Lincoln. He continued his professional education by earning the designation Certified Financial Planner™ professional. Terry is actively involved in a number of non-profit organizations and participated in studies to assist trust departments of non-profit organizations around the country.

Advisory services offered through Capital Asset Management, LLC a Registered Investment Advisor in the State of CO. Insurance products and services are offered through Capital Asset Management, LLC. Securities offered through First Allied Securities, Inc., Member FINRA/SIPC. Additional advisory services are offered through First Allied Advisory Services, Inc. Capital Asset Management, LLC, First Allied Advisory Services, Inc. and First Allied Securities, Inc. are separate entities, independently operated.‚ÄčSecurities offered through First Allied Securities, Inc., A Registered Broker/Dealer, Member: FINRA/SIPC Advisory Services offered through First Allied Advisory Services, A Registered Investment Advisor Capital Asset Management is not affiliated with First Allied Securities or First Allied Advisory Services This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.  This site has been published in the United States for resident of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. --> Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise

Advisory services offered through Capital Asset Management, LLC a Registered Investment Advisor in the State of CO. Insurance products and services are offered through Capital Asset Management, LLC. Securities offered through First Allied Securities, Inc., Member FINRA/SIPC. Additional advisory services are offered through First Allied Advisory Services, Inc. Capital Asset Management, LLC, First Allied Advisory Services, Inc. and First Allied Securities, Inc. are separate entities, independently operated.‚Äč

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