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Ensuring you a secure & fulfilled retirement
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Here to help you plan for the future

attend one of our free events

At Strong Foundation Retirement Counselors, we specialize in income planning, tax planning and wealth accumulation services tailored to helping you live the retirement you have worked so hard for. Our unique planning process begins by understanding your goals and building a financial strategy to meet your needs. You, our client, are our top priority and we are determined to work with you to provide you and your family the financial independence you deserve.

our calendar of events

All attendees must have a retirement plan (IRA, 401(k), 457, 403(b), etc.)

Retirement seminars include:

  1. Discussion on how to realistically estimate your expenses in retirement.
  2. Top reasons retirees run out of money.
  3. How to maximize Social Security benefits.
  4. Tax strategies to reduce taxes.
  5. What to do in the event of a market downturn.

social security seminars include:

  1. How to know when to turn on your Social Security.
  2. How Social Security can DRAMATICALLY change your taxes if turned on at the wrong time.
  3. How Social Security is affected by your other retirement plans. (IRA, 401k, etc)
  4. Knowing how to have a plan for retirement.
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prioritizing your dreams

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contact

  • (336) 524-1287

location

  • PO Box 310 Alamance, NC 27201

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The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Assurance and Guarantee.

Catelyn Terrill

Administrator

As an Administrator at Assurance & Guarantee, Catelyn Terrill is motivated by her desire to help others. Everyday she works to help men and women achieve their retirement goals; Catelyn understands how difficult it can be to plan for retirement without the aid of an advisor. You can find Catelyn helping clients, taking phone calls, filling out paperwork, and assisting retirement planners daily.

Originally from Burlington, North Carolina, Catelyn now resides in Graham, North Carolina with her husband, Isaac. Her favorite travel destination is any beach on the West Coast. Her favorite hobbies include music, playing the piano, and learning sign language. Catelyn wants to ensure that all others feel comfortable and loved; she is able to achieve this by continuously living an honest life and passionately serving God.

Olivia Hutchens

Office Manager

As the Media Manager at Assurance and Guarantee, Isaac’s primary responsibilities consist of working with the company’s social media and marketing. He chose to enter the financial industry because of his desire to help people make informed decisions about the money that they’ve invested, therefore helping people live a happier and healthier retirement.

Isaac has been in the industry for 2 years and says that the most valuable lesson he’s learned thus far, is to make sure that the people you’re working with have your best interest in mind and not their own.

Before entering the financial industry, Isaac attended Steller school for Higher Learning and is currently working on getting his Mechatronics Engineering Degree at Alamance Community College. Aside from school and working at Assurance and Guarantee, Isaac enjoys playing sports such as basketball, soccer, and airsoft.

Isaac Terrill

Media Marketing Manager

As the Media Manager at Assurance and Guarantee, Isaac’s primary responsibilities consist of working with the company’s social media and marketing. He chose to enter the financial industry because of his desire to help people make informed decisions about the money that they’ve invested, therefore helping people live a happier and healthier retirement.

Isaac has been in the industry for 2 years and says that the most valuable lesson he’s learned thus far, is to make sure that the people you’re working with have your best interest in mind and not their own.

Before entering the financial industry, Isaac attended Steller school for Higher Learning and is currently working on getting his Mechatronics Engineering Degree at Alamance Community College. Aside from school and working at Assurance and Guarantee, Isaac enjoys playing sports such as basketball, soccer, and airsoft.

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