- Roth IRAA retirement account that allows you to save after-tax income: We can help you determine whether a Roth IRA is right for you, set the account up for you, and manage it up to and through your retirement.
- Investment Management
- Mutual FundsThomas P. Dupree, Jr., is an investment advisor representative with over 44 years of experience in the business. Tom spent 18 years with a major financial services company and also served as portfolio manager for a Lexington-based mutual fund. Tom founded Dupree Financial Group in 2003 in order to provide fee-based investment advice to individuals and families of those preparing for retirement and already in retirement. His primary is to provide excellent service and unbiased financial advice to these folks based on thorough research and tenacious fact-gathering. Tom promotes his ideas about investing and other issues on a weekly radio program. He graduated from the University of the South, Sewanee, Tennessee in 1978.
- AnnuitiesThere is a high cost for helping adult children financially. You must take care of yourself first. In the second segment, Annuities are becoming more attractive due to higher interest rates and a volatile stock market. Why we don't recommend or sell them. read more