Terry Holman

About Terry Holman

As a financial professional with over four decades of experience in wealth management,retirement planning, and business strategy, I help professionals, families, and small businessowners take control of their financial future with strategies that are thoughtful, customized, andresults-driven.Whether you’re preparing for retirement, navigating a business transition, managingaccumulated wealth, or coordinating complex financial decisions, my role is to simplify theprocess and help you make confident, forward-thinking choices.Have you ever experienced any of these challenges? Unsure whether your current financial structure truly protects your income long-term Concerned you may be paying more in taxes than necessary or missing planningopportunities Holding old 401(k)s, retirement accounts, or business assets without a clear exit or incomestrategyIf so, you’re not alone — and you’re not without options.I take a personalized, education-first approach to financial planning that focuses on structurebefore products, helping clients understand how all the moving pieces of their financial life worktogether.Through this process, I help clients: Protect what they’ve built through coordinated planning and risk management Reduce unnecessary taxes while preparing for future life and business milestones Build long-term financial security using strategies aligned with their goals, values, and timehorizonWhether you’re a growing business owner, a seasoned executive, or a family planning for thenext phase of life, I’m here to help you bring clarity and structure to your financial decisions.Let’s connect and explore how we can build a stronger, more secure financial foundation —together.

Experience

1. CEO Founder

   Holman Financial Solutions

   Jan 2008 — Present · Duluth, GA, US

   I have 37 years helping clients in the financial services industry. I enjoy helping people plan their retirement, maximize what they have worked for and minimize their downside. I opt for steady conservative growth with risk adverse products. I also specialize in tax reduction strategies for High Income Earners and businesses.