We’ll handle the whole process for you
Focused on people
Transparency
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.
Adaptability
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.
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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.
Tom Dupree
Founder of Dupree Financial Group
Disclosure
Dupree Financial Group, LLC (hereinafter “Dupree”) is an SEC-registered investment advisor under the Investment Advisor Act of 1940, located in Lexington, Kentucky. Dupree’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. It is not intended to be a solicitation or offer to sell investment advisory services to residents of any state in which Dupree is not currently authorized to do so.
This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. The information contained herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness.
For information about Dupree’s registration status, please contact the state securities regulators for those states in which Dupree maintains a registration filing. A copy of Dupree’s current written disclosure statement discussing Dupree’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Dupree upon written request.