ABOUT THE FOUNDER

BEST SELLING AUTHOR® TERRY A DENNIS

A Client Centric Financial Advisory Firm

A Texas native, Terry serves clients from all over the country with his personal brand of honest, educated, independent advice. Starting his own company over 25 years ago, Terry has amassed hundreds of personal clients over the years, and created case design that has spanned decades. Terry’s expertise in finance and insurance, asset leverage and accumulation, and retirement income planning has been rewarded by several of the world’s largest financial groups and associations awarding him with their top honors.

Terry contributes financial and retirement content to over 400 media outlets worldwide and has been quoted by major media including ABC, CBS, NBC, CNBC and CNN as well as being featured in Fox Business, the Wall Street Journal, CBS MarketWatch, and Fortune Magazine on the subjects of best boomer and retirement strategies, social security maximization, lifetime income planning and alternative investing.

A popular keynote speaker, Terry was recently a featured speaker at the Global Economic Initiative at the United Nations in New York City where he spoke on the value of ‘personal economics’ in a global economy.  He also represented his newest work, ‘’Free Wheelchair Mission.org, as a volunteer goodwill Ambassador.

Terry recently joined a select group of business experts and entrepreneurs from around the world, along with Best-Selling Author® Jack Canfield, originator of the Chicken Soup for the Soul® series, to co-write the book , “The Soul of Success, Vol.1:The World’s Leading Entrepreneurs and Professionals Reveal Their Core Strategies for Getting to the Heart of Health, Wealth and Success.” Terry Dennis contributed a chapter titled “From Fear To Freedom: Overcoming The #1 Fear’s of Today’s Baby Boomers and Retirees.”

He is a strong supporter of orphanages and charities including: Wounded Warrior Project, Habitat for Humanity, Toys for Tots, and others.  Terry believes in giving back and paying it forward.  His newest passion is helping the underserved people groups of the world receive the gift of mobility serving as a voluntary Ambassador and Founders Circle member for www.freewheelchairmission.org, an international charity dedicated to giving freedom to those who need the gift of a wheelchair.

Madison Dennis

Bio coming soon…

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