Teri Hirt
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- Role
- Financial Advisor, Cfp at Shoemaker Financial
- Location
- Germantown, TN, US
- LinkedIn followers
- 500 followers
About Teri Hirt
I am committed to helping business owners, doctors, Spanish-speaking individuals, and those nearing retirement pursue their financial goals.How I Help Business OwnersI\'ve seen the intricacies of business ownership and leverage my financial knowledge to assist owners in structuring their retirement plans, optimizing tax strategies, and preserving the legacy they\'ve built. I am committed to helping business owners pursue financial confidence for their own families and those of their employees, too.How I Help DoctorsI work closely with medical practitioners to help craft strategies that align best with their demanding and complex circumstances. I am proud to help doctors position themselves to achieve their desired post-career lifestyle so they can enjoy the rewards of their dedicated service.How I Help Spanish SpeakersI am fluent in Spanish and gladly welcome Spanish-speaking individuals who seek financial advice. I take the time to translate financial concepts and explain options in language that clients are most comfortable with, helping them make informed decisions for today and the for the future.How I Help Individuals Nearing RetirementI\'m here to guide people through the accumulation-to-distribution transition phase of their life. I specialize in crafting personalized retirement plans, so that your hard-earned savings are positioned to provide you with a comfortable and secure retirement.
Experience
Financial Advisor, Cfp
Sep 2014 — Present · Germantown, TN, US
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 06•••76), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered Investment adviser.Cetera is under separate ownership from any other named entity. CA Insurance License # 0L85•••••76 West Street Suite 100 Germantown TN 38138
Education
USC Marshall School of Business
Bachelor of Science
1981 — 1985
University of Southern California
Master of Business Taxation
1992 — 1994
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