Terry L. Anderson, CRPC®
LPL Financial Advisor
Specialties: Retirement Income Planning, Investment Management, Risk Management, Social Security Planning, Coaching Retirees to “Live the Dream”
I’ve been in the financial services industry since 1986 and here at Delta Community since 1998, just four years after Delta Community started helping members with their retirement and investment needs. I was the only advisor at the time, and I’ve seen an incredible amount of growth over the years as the program has increased its number of clients by almost 10 times.
One of my areas of expertise is in retirement planning packages. I’ve helped numerous members make life-changing decisions regarding offers from their employers. Member education is very important to me. I demonstrate this as a speaker at our various financial workshops and in working with clients to understand why we recommend a certain product - why they should own it, the risks involved and the costs incurred.
Providing the ultimate member service experience is a big priority for me. I’m happy to be a part of a team that shares this mindset. I listen closely to what my clients say, consider the facts and respond with my best advice. I consider every situation with the same amount of thought and concern that I would if I were working with a member of my own family. The approach I take with regard to major financial decisions is to always look out for our members’ best interests. I know that the decisions you make now greatly affect your financial future, and I can make recommendations to help put you on the right path.
I’m an eight-time recipient of the prestigious “Presidents Council” award for top Advisors. I’ve also served on the CUNA Brokerage’s Senior Advisor Leadership Team (SALT) for nine years, helping other investment representatives to become more successful.
My wife, Linda, is a second grade teacher. We have two children who are college students. I enjoy golf, saltwater boating and family vacations.
Terry is a Chartered Retirement Planning CounselorSM.
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.