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Executive Benefit Solutions
Executive Benefit Solutions
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Executive Benefit Solutions

5851 San Felipe, Suite 450 Houston, TX 77057

Phone:

  • 713-266-4EBS (4327)

Fax:

  • 713-266-6766

E-mail:

  • dalesm@executivebenefit.net

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Newsletters

  • Five Tips to Follow When Applying for a Mortgage

    Historically low interest rates have driven record homebuying. This article provides some ideas to consider when applying for a mortgage.

  • Passive, Active, or Both?

    Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.

  • Take Advantage of Deductions for Business Investments

    A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

  • All-in-One Funds: Targeting Time or Risk?

    This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators »

Donald Terry Jr. is licensed in TX, AL, AZ, CA, FL, LA, NV, NC, OH, and VA to offer insurance products and life insurance (including variable life), annuities (including variable annuities), and is securities and advisor registered in TX, AL, AZ, CA, CO, DC, FL, LA, MD, MI, NC, NV, OH, VA, and WA.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Donald Terry Jr. may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Donald Terry Jr. that involve either the effecting  or attempting to effect transactions in securities or the rendering of personalized investment advise for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary hisrtory of a  broker-dealer, investment advisor, BD agent or IA representative or any financial institution he represents, contact your state securities administrator.

Insurance products from the Principal Financial Group® are issed by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Prouct Network, Inc. Securities and advisory products and services offered through Principal Securities Incorporated, Member SIPC, 800/247-1737, a member of the Principal Financial Group®. Donald Terry Jr., Principal Securities Registered Representative and Financial Advisor. Principal National, Principal Life, the Preffered Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Donald Terry Jr., Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Executive BEnefit Solutions is not an affiliate of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National identification number is 71161.

 

 

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck