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Company Name - City, State

Three City Place Dr. Suite 590 Creve Coeur, MO 63141

TEL. 314-ADVISOR (238-4767)

Why Dale Terrell? Show me state proud! As seen in the Wall Street Journal

Who We Are

Named in the top 3% of wealth managers as featured in St. Louis magazine*, Dale takes his time to get to know his client’s goals and needs before ever offering any financial advice.

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How We Work

We listen first, then help you navigate decisions to develop an independent and tailor made financial strategy best suited to meet your individual needs to help you pursue your financial goals.

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What We Offer

No cookie cutters allowed! Just like every fingerprint is different, no two financial plans are the same. We offer customized financial planning just for you, because no one strategy fits everyone.

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Helpful Content

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

How Income Taxes Work

A quick look at how federal income taxes work.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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