We help you grow and protect your retirement in every season of life.

Income, growth, and tax strategies for retirees and pre-retirees

Maximize Growth
Create Lifetime Income
Maximize Growth
Create Lifetime Income

Over 60% of Americans are unprepared for retirement

You’re unprepared for retirement if...

  • You’re overexposed to risk and volatility
  • You have no plan for long term health care costs
  • You’re afraid you’ll run out of money

Are you 100% confident in your retirement strategy?

Retirement Planning Shouldn't Be Stressful!

Maximize Growth

Is growth a priority at this stage of your retirement? If so, you're like many of the Americans planning for retirement today. Studies show that only 36% of American workers are confident they will be able to retire comfortably, so many retirement strategies are catered around maximizing growth as much as possible prior to entering active retirement. If your retirement depends on managed funds, your fund selection is critical.

Our award winning, proprietary software has been designed with your funds in mind. Are they “top performers?” Are they “bottom of the barrel?” How do they compare to all of your other fund choices?

Got 10 minutes?

Our patented, exclusive software will use your fund’s ticker symbol to score and rank your managed funds. Our review is simple, straight forward, and totally transparent. If maximizing growth is a priority for you, shuledle a fund review with one of our professional team members and know how you and your funds rank.

36%

Only 36 percent of American

workers are confident they

will be able to retire comfortably.

Maximize Growth

Is growth a priority at this stage of your retirement? If so, you're like many of the Americans planning for retirement today. Studies show that only 36% of American workers are confident they will be able to retire comfortably, so many retirement strategies are catered around maximizing growth as much as possible prior to entering active retirement. If your retirement depends on managed funds, your fund selection is critical.

Our award winning, proprietary software has been designed with your funds in mind. Are they “top performers?” Are they “bottom of the barrel?” How do they compare to all of your other fund choices?

Got 10 minutes?

Our patented, exclusive software will use your fund’s ticker symbol to score and rank your managed funds. Our review is simple, straight forward, and totally transparent. If maximizing growth is a priority for you, shuledle a fund review with one of our professional team members and know how you and your funds rank.

49%

49% of Americans are

concerned about running out

of money during retirement.

Create Lifetime Income

The most important thing during our retirement years is the protection and distribution of our hard-earned retirement accounts. And this should mean the safest and highest income stream(s) possible from our IRA, 401k, 403b and 457 accounts. To put this into perspective, some studies show that 49% of Americans are concerned about running out of money during their retirement years. Are you one of them?

Dennis Financial partners with some of the world’s largest and most experienced insurance groups to ensure the highest level of safety and the highest payout rates (income to you) in the industry. Our world-class income annuities are designed to protect and distribute your most important monies – at the most important time - your retirement.

Got 10 minutes?

Already have an annuity? How’s it performing? Is it the right annuity for you and your goals? Is it the right annuity to help meet all of your retirement needs? Our proprietary software can score your current annuity in 10 minutes or less and ensure you have the right annuities in place to fulfill your family’s financial goals.

Create Lifetime Income

The most important thing during our retirement years is the protection and distribution of our hard-earned retirement accounts. And this should mean the safest and highest income stream(s) possible from our IRA, 401k, 403b and 457 accounts. To put this into perspective, some studies show that 49% of Americans are concerned about running out of money during their retirement years. Are you one of them?

Dennis Financial partners with some of the world’s largest and most experienced insurance groups to ensure the highest level of safety and the highest payout rates (income to you) in the industry. Our world-class income annuities are designed to protect and distribute your most important monies – at the most important time - your retirement.

Got 10 minutes?

Already have an annuity? How’s it performing? Is it the right annuity for you and your goals? Is it the right annuity to help meet all of your retirement needs? Our proprietary software can score your current annuity in 10 minutes or less and ensure you have the right annuities in place to fulfill your family’s financial goals.

Who We Are

Dennis Financial Group LLC. is a client-centric financial advisory firm that offers honest, educated, and independent financial advice to Baby Boomers and Retirees. 

You’re not a number here.  We have no quotas to meet.  No ‘Flavor of the Month’ to sell.  We serve each investor with individual respect and treat them like family.  We listen to your fears and concerns and will help you meet your personal goals and objectives.

Led by internationally published Best-Selling Author® and financial and retirement strategist, Terry A. Dennis, RFC®, CFEd®, he and his personally selected team offer an unbeatable experience helping clients invest and retire well.  His investing theory provides his clients with proven, successful ways to invest well and retire worry-free.

Hear From Our Clients

I’ve been working with Terry developing a retirement plan that best fits my needs. He provides exceptional personalized service (even coming to see my wife and I out of state.) He’s been instrumental in recommending short, medium and longer-term strategies and products that will deliver a very comfortable income at retirement. Terry understands how to leverage money and knows how to mitigate investment risk. We’ve even taken measures to protect against unexpected healthcare expenses. He’s not just a great advisor, but a good friend as well. I can’t recommend him highly enough.

Ron A.

Cultural & Brand Management

Miller Coors Brewing Company

I’ve worked with Terry over the last several years or so. Terry has always been straightforward, honest, and thorough. To this point, under his watch, my portfolio has increased in value by more than either of us expected.
I can truly say that Terry is a good guy. He goes above and beyond what’s expected. He’s enjoyable to be around, and a great conversationalist. Since we’ve come to know each other he has become more than just a financial advisor to me. He has become a friend. I could not recommend him more highly.

Charles C.

Software Development Manager

U.S. Government Contractor

Our Locations

San Antonio Office

401 E. Sonterra Blvd.
Suite 375
San Antonio, TX 78258

210-468-0318

Austin Office

1250 Capitol of Texas Highway So.
Building 3, Suite 400, Austin, TX 78746

210-468-0318

Dallas Office

2911 Turtle Creek Blvd.
Suite 300
Dallas, TX 75219

210-468-0318

Tyler Office

1101 E Southeast
Loop 323
Tyler, Texas 75701

903-483-4232