Retirement Financial Planning in Lexington, KY 40507

About Dupree Financial Group

Our primary purpose is managing investment assets for retirees and those planning to retire. Everything we do is focused on that investment problem. 'Since the late 1970s workers have been putting a portion of their paychecks into IRAs and other kinds of tax deferred accounts in expectation of funding their retirements. For many individuals, these accounts represent the biggest part of their net worth, including their residences. It is now time for many of these retirement accounts to become payout vehicles.' 'A retirement investment account is only as good as the income it produces. With interest rates at generational lows, traditional income producing investments like bonds and CDs will not produce adequate income for living expenses from the income alone. They require ongoing liquidation of principal.' 'On the other hand, certain common stocks of well respected companies have paid and raised their dividends for many years. Also, there are bonds and real estate investments which provide steady and generous returns. It is from these investment vehicles that we typically build retirement portfolios for our clients.' 'We build investment portfolios with each of our clients' particular income needs in mind. We use individual securities as the building blocks for these portfolios, for the most part. Our compensation is based on a percentage of the assets under management, which incentivizes us to grow our clients' money.' 'Every client is offered at least an semi-annual meeting with us. Most of our accounts are held at a well respected brokerage firm and are given a semi-annual performance report by an expert performance measurement company. This contributes to the transparency that surrounds everything we do with our clients.'We do our own research on the companies in which we invest.

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