My name is Terry Montgomery, I have been with this organization for 6 years. They provided me the educational training, to help me grow as an individual in the financial sector world. This training is very essential that I can help a client to best of my knowledge to achieve their goals. The way we accomplish this goal, we provide an Action Plan that the client and I, can follow together to make sure their financial goals are being met step by step. It’s a helpful tool that the client can understand and can take home and read it any time. It makes the client accountable for their spending habits and to keep them on track. I am looking forward to helping more people in the future.