Teresa Yent is a Wealth Advisor and “Dreamweaver” with Generations Wealth Advisors in Raleigh, North Carolina. Her passion for financial planning began in 1997, specializing in insurance products like Medicare Supplements, Long-Term Care, and Fixed Annuities. Together she and her husband, Jim have built a successful practice focused on creating comprehensive plans for their clients.
Teresa's dedication extends beyond her qualifications (ChFC and CLTC). She values her independence as a financial advisor, allowing her to prioritize finding the best solutions for each client.
Life outside of finance includes spending time with her family and indulging in her passions of cooking, entertaining loved ones, SCUBA diving, cycling, and gardening.
Unlike many firms, Generations Wealth Advisors operates independently. This means they're free from pressure to sell in-house products, allowing them to focus solely on what matters most: your financial goals. Generations Wealth Advisors takes a comprehensive approach, creating a customized financial plan that integrates all the important pieces. While some elements may not be crucial today, they can become essential as your life unfolds. Their unique process called The Kairos Formula ensures your plan adapts and evolves with your changing needs, keeping you on track for financial independence.
The Kairos Formula isn't a one-time solution. It's about building a robust plan with diversified strategies to minimize risk, no matter what life throws your way. Generations Wealth Advisors continuously monitors your progress and adjusts your plan accordingly, giving you peace of mind about your financial future.
Wealth Advisor
Teresa Yent is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Golden Years Advisors is not affiliated with USA Financial Securities Corp.