In the heart of Shreveport, Louisiana, Lee Terry is making an impact—offering financial services with a personal touch. As a representative of Modern Woodmen of America, one of the oldest fraternal financial organizations in the U.S., Terry provides more than financial advice. His approach is rooted in building relationships and strengthening communities through meaningful service. His mission: help families, individuals, and businesses plan for secure futures while uplifting the community they share.
A Legacy of Service and Expertise
Founded in 1883, Modern Woodmen of America has a long-standing tradition of helping members safeguard their financial futures. As a financial representative, Lee Terry embodies these principles, providing tailored solutions for life’s critical financial moments. With over 20 years of experience, Terry specializes in life insurance, retirement planning, savings programs, and estate planning—offering clients practical guidance every step of the way.
Terry believes that financial planning is not just about numbers. “I work closely with my clients to understand their goals and values, ensuring their financial plan reflects what matters most to them,” he explains. His philosophy—“Good, better, best. Never let it rest, until your good is better, and your better is your best”—drives his dedication to continuous growth and improvement.
Reasons to Reach Out to Lee Terry
- Life Insurance and Annuities to protect your family and build wealth
- Retirement Planning to create a comfortable future
- Education Savings to prepare for college expenses
- Estate Planning to ensure a smooth transfer of assets
- Business Planning and Employee Benefits to support business growth
Every service Terry offers is designed with the individual in mind, ensuring customized financial plans that meet both immediate needs and long-term goals. Whether it’s saving for a child’s education or managing business benefits, Terry works with clients as a trusted partner, not just an advisor.
Community Impact at the Core
Community involvement lies at the heart of everything Terry does. Through Modern Woodmen’s fraternal programs, he actively participates in local initiatives designed to uplift residents and foster stronger community bonds. His favorite programs include the Matching Fund Program, which partners with local organizations to raise funds, and the Do-Good Grant® initiative, which encourages members to lead service projects such as supply drives and food pantry donations.
Recently, Terry made a significant impact by supporting the GEMS Program at Claibourne Fundamental Elementary, which helps girls develop social and emotional learning skills. He also partners with teachers to assist special education projects in Caddo, Bossier, and DeSoto parishes, offering grants and brainstorming new ways to make a difference in local schools.
Plnning for the Future with Confidence
Lee Terry offers more than just financial planning—he provides peace of mind. His virtual consultation services ensure that clients can receive ongoing support from anywhere, reflecting his commitment to accessibility and adaptability. Whether clients need help revising a retirement plan or setting up education savings, Terry is there to guide them through each financial stage of life.
Additionally, Terry emphasizes the importance of financial literacy and offers personalized tools to help clients develop written financial plans that evolve with their circumstances. He believes that having a clear roadmap is essential for achieving financial goals and offers clients the opportunity to update their plans regularly to match life changes.
Get in Touch with Lee Terry Today
If you’re ready to take control of your financial future or explore ways to support your community through fraternal programs, Lee Terry is here to help. He provides a unique blend of financial expertise and community service, ensuring his clients receive more than just financial security—they become part of a greater effort to make Shreveport a better place.
Reach out to Lee Terry today:
- Office Address: 400 Edwards Street, Suite 2D, Shreveport, LA
- Phone: (318) 426-2548
- Website: Modern Woodmen of America – Lee Terry
- Facebook: Lee Terry – Modern Woodmen of America
Through his work with Modern Woodmen, Lee Terry continues to build brighter financial futures while making a positive impact on the community. Whether you need help with retirement planning, life insurance, or supporting a local cause, Terry is ready to assist you every step of the way.
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