Terry Bussard - Retirement Planners of America

Terry Bussard

Background & Family Life

At the heart of Terry’s life is his beloved family. His partnership with his wife, Lucinda, is a testament to enduring love and shared dreams. Their union in 2004 marked the beginning of a journey filled with mutual support, growth, and joy.

An avid sports family, the Bussard’s are very active in coaching and volunteering with Louis’ youth sports programs and school activities. Terry enjoys playing golf, basketball, baseball, and watching all the Dallas professional sports teams with his family.

“Terry's approach to retirement planning encapsulates his profound wisdom and client-centered ethos. His philosophy extends beyond mere numbers; he understands that investment success is a journey measured in the fulfillment of clients' life goals, not just short-term market fluctuations. His dedication lies in nurturing his clients’ long-term goals, allowing them to savor the fruits of their labor.”

– Ken Moraif

Business Philosophy

Terry firmly believes that setting goals is the cornerstone of achieving long-term aspirations. Through careful collaboration with his clients, he is passionate about creating plans that transform nebulous dreams into concrete objectives. This interactive planning process helps quantify and prioritize each goal for optimal results.

Regular reviews serve as signposts on this journey. Terry emphasizes the significance of tracking progress to help clients remain on course. This commitment to ongoing guidance demonstrates Terry’s steadfast dedication to his clients’ financial well-being.

Education

Truman State University – Education – 1979

Trinity University – BBA, Marketing – 2004

Wharton Business School Securities Industry Institute Program – 2006

Chartered Retirement Planning Counselor^™

Prior Business Experience

2010 to present –Financial Advisor, Retirement Planners of America

1986 to 2010 – Prior to joining Money Matters in 2010, Terry served various positions for 24 years representing some of the largest institutional money managers in the world, including Delaware Investments, PIMCO, and Dreyfus.

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