Meet Terry Dennis
Retirement Tax Expert

At Dennis Financial Group, we have been providing transparent, trustworthy, and results-driven financial strategies to our clients for over 30 years.

Top Tax Mistakes
For Retirees Today

  • Relying too heavily on taxable retirement income

  • Overlooking how IRMAA can increase Medicare costs

  • Ignoring the financial hit from becoming a single filer

  • Unintentionally leaving a tax burden to your beneficiaries

Meet The Dennis Financial Group Team

Led by internationally published best-selling author and financial strategist Terry A. Dennis, our team provides proven, successful strategies to help you invest wisely and retire worry-free.

Terry Dennis
RFC®, CFEd®, CFF®

Terry Dennis is an internationally published best-selling author and renowned financial strategist and risk-mitigation specialist with over 30 years of experience. With a wealth of experience and a deep understanding of retirement planning, high-net-worth investing, and estate planning, Terry's client-centric approach ensures personalized and effective financial solutions. His proven strategies and unwavering commitment to transparency and trust have made him a respected leader in the financial advisory industry, empowering clients to invest wisely and retire confidently.

Your silent partner in retirement? The IRS.

Most retirees don’t realize they’ve given up control over how their income is taxed. This can lead to higher taxes, reduced retirement income, and costly mistakes for your heirs.

You may be unknowingly exposed to:

  • Paying taxes on every withdrawal

  • Losing control over income planning

  • Leaving behind a taxable burden

But there’s a better way.

S.M.A.R.T. Roth Conversion

Unlock the Roth Blueprint® strategy built for larger IRAs — and take back control of your future.

Convert your IRA with no out-of-pocket costs.

Avoid higher tax brackets and minimize future RMDs

Increase your tax-free growth, income, and wealth transfer by up to 97%.