Terri Fassi CPA, MBA, CDFA

About Terri Fassi

Terri Fassi is an experienced financial professional with over 27 years in the financial industry.  She is the manager of Fassi Financial , which was established in 1994.  Terri specializes in the areas of Women and Investing, Social Security, Long Term Care.

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Fassi Financial

In 1994, Terri Fassi and her husband, Mike Fassi, moved to Fort Collins, Colorado, where they opened Fassi Financial, a family-owned and operated private wealth management firm.   The members of Fassi Financial pride themselves on providing timely responses and personalized, high-quality services to each client they serve.

Fassi Financial provides comprehensive financial planning services to their clients, including:

  • Wealth-Management services, which includes creating investment policy statements, a document which records the agreement between two parties regarding the issues of how the investor’s money will be managed. This document describes general investment objectives and goals, as well as techniques that the financial planner should utilize. Financial planners at Fassi Financial Network then allocate the investor’s assets according to this document, which they review on a regular basis.
  • Wealth-Preservation services, which involves utilizing all asset allocation strategies and tax planning to reduce third party transfer risks and ensure that the investor keeps the majority of the income that they earn.
  •  Wealth-Distribution services, which deals with reviewing tax implications and utilizing income needs analysis to ensure that the client does not outlive their resources.
  • Wealth-Transfer services, which include evaluating estate tax implications, reviewing trusts, wills and beneficiary designations, and offering business continuation planning.

Terri Fassi

 

Summary
Photo ofTerri Fassi
Name
Terri Fassi
Nickname
(Terri)
Website
Job Title
CPA, MBA, CDFA
Company
Fassi Financial
125 South Howes St, Suite 910, Fort Collins, Colorado,