We’ll handle the whole process for you
Focused on people
We want you to truly understand where your money is invested. If you know where your money is and why it’s there, you’ll be more comfortable with your investments when fear is prevalent in the market.
The market is always changing. That’s why we don’t believe in set-it-and-forget-it investments. We’re constantly evaluating how our investments are working for you, and we’re always looking for ways to improve.
Have you seen our report? Get it in your email now!
We are diligent researchers. We aim to keep you informed every step of the way so you can feel confident that you’re making sound financial decisions. Our latest report provides an overview of the considerations and potential benefits of value investing-redefined.
Financial insights, reactions,
and guidance from Tom Dupree.
Mark and Patricia S.
“These folks are fantastic. We have been with them for around 10 years now and have learned that not only are they great at what they do, they are honest, compassionate people who do what they say they will do. You cannot go wrong here.”
“I have been with Dupree Financial Group for over 15 years and they’ve allowed me to enjoy my retirement. They explain the investment plan and strategy and have earned my trust. I don’t worry about my investments”
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A letter from Tom Dupree, Founder
I’ve been in the investment business for nearly 45 years, starting off as a municipal bond salesman. Over time, I used my knowledge of local and state finance to study both corporate finance and revenue streams. When I decided to focus on purely retirement investing nearly 20 years ago, I became convinced that the most important feature of retirement investments should be cash flow, with growth secondary to that. Why? Retirees need monthly income.
We invest in things that produce recurring revenue. It makes sense, because you have recurring expenses.
Call us today at 859-233-0400 to make a no-obligation appointment. We will review your retirement investment portfolio, and make recommendations. It never hurts to have another set of eyes take a look at your portfolio.
Founder of Dupree Financial Group