Terry  Holman

Senior Consultant | Drive Planning

Terry Holman strives to help individuals and business owners uncover financial and tax planning strategies to achieve their short and long-term investment and retirement goals. Terry joined the financial services industry in 1979, serving Atlanta and the surrounding areas. He is dedicated to providing each of his clients superior service with a focus on helping the people he works with keep more of what they have earned.

Terry is an Investment Advisor Representative and has been featured in multiple Atlanta-area newspapers, where he shared his professional insights about financial planning. Terry cherishes the quality time he spends with his wife Darlene, their two daughters, eight grand-kids and loves taking them  on vacation to Disney  World.

Mezzanine Lending

Is stock market volatility, recession risk, and evaluating your investment portfolio consuming your thoughts?  Ease your mind with Mezzanine Lending: contractual, collateralized real estate investing with annual interest ranging from 13.33% to 33.33%.

Watch our video and download the eBook to learn more about Mezzanine Lending, why it may be a more stable and secure addition to your portfolio, and the options available to you.

Gain insight into financial and life planning strategies available on my Seminars on Call page.  Select one or more of the interactive videos or eBooks and in less than 5 minutes you’ll learn important information relative to each topic.

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