Our Wealth Management planning team specializes in comprehensive financial planning for high net worth individuals. This includes cash flow management with personalized investment, estate, protection, tax planning & philanthropic solutions.
We offer customized business planning solutions for small and mid-sized companies using cash flow management, financial projections, employer benefits (ex. ERISA plans, insurance), continuity planning, and succession planning.
Our retirement planning advisors utilize goal-based financial planning techniques to help our clients properly prepare for and fund their retirement needs and wishes.
Preparing, in advance, for uncontrolled circumstances is vital to insure capital protection. Our licensed insurance agents and advisors can make sure your protection needs are fully covered.
Have your investment portfolio properly managed by our professional money managers. Customization of your portfolios are based on your risk versus return requirements and diversification.
Advanced estate conservation strategies are key to protecting Grantors and Beneficiaries, through the generational estate settlement process by avoiding or limiting probate and estate taxes.
Rising education costs can impact your ability to save for retirement and other lifestyle goals. Planning ahead for such costs can reduce the financial burden of talking out long-term loans.
Tax planning strategies allow you to utilize tax free, tax deferred, and tax advantaged withdrawal (drawdown) techniques before and during retirement.
Our financial professionals host educational seminars for businesses, churches, and group events.
We are a family owned and independent financial firm aimed at taking businesses owners, their valued employees, and our goal-focused community members to a higher level of financial success.
Our unique foundation adapts our financial planners with the ability to provide quality client service though:
It is never too early to start planning your financial future. Tell us more about your goals, and we will get you started on a personalized plan to achieve them.
2425 North Central Expressway, Suite 700, Richardson, Texas 75080, United States
08:30 am – 05:00 pm
Monday - Friday: 8:30am - 5:00pm
Saturday: By appointment only
The DFS Financial Group
2425 North Central Expressway, Suite 700, Richardson, TX 75080
Main: (972) 417-2900
Copyright © 2021 The DFS Financial Group - All Rights Reserved.
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