Ami Wealth Strategies

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Terry Wold is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Allen, TX make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Eagle Financial Group was founded by Charles A. Loper, Jr. and has been in the business of preserving people’s assets since 1984. All of Eagle Financial Group’s insurance representatives have specialized knowledge in assisting our clients with issues that are of particular interest to the retired and soon to retire. Eagle Financial Group agents and staff members are trained to assist our clients in preserving their assets. In addition to working with our clients’ estate attorneys, Eagle Financial Group works with other professionals such as CPA’s to assist our clients with tax planning.