Terry Bussard - Retirement Planners of America

Terry Bussard

Professional and Community Activities

Financial Planning Association
Habitat for Humanity
Fellowship of Christian Athletes

Family

Terry and wife, Lucinda, were married in 2004 and have a son, Louis. 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.

Business Philosophy

When working with prospective and longtime clients, Terry believes

Goal setting is critical to achieving long term goals.
The planning process is interactive with clients and goal setting is defined, quantified, and prioritized.
Investment success is measured not in days or weeks, but by the clients’ ability to achieve their goals.
Timely reviews will help track our progress.

Education

Truman State University – Education – 1979
Trinity University – BBA, Marketing – 2004
Wharton Business School Securities Industry Institute Program – 2006

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. “For over two decades, I gained valuable experience and expertise by working with some of the best firms in our industry”.

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. 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