The DFS Financial Group

(972) 417-2900

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The DFS Financial Group

(972) 417-2900

  • Home
  • About Us
  • Newsletters
  • Client Resources
  • Contact Us

Financial Planning with Confidence

Financial Planning with ConfidenceFinancial Planning with ConfidenceFinancial Planning with Confidence

Offering Diversified Financial Services

Schedule a Meeting

Financial Planning with Confidence

Financial Planning with ConfidenceFinancial Planning with ConfidenceFinancial Planning with Confidence

Offering Diversified Financial Services

Schedule a Meeting

The DFS Financial Group is an independent, family-owned financial firm dedicated to helping successful business owners, professionals, and community leaders achieve greater financial success and security. Our personalized approach is designed to elevate your financial well-being to new heights.

Our Team Specializes In

Private Wealth Management

Asset Protection Planning & Insurance Services

Portfolio and Asset Management

 Our Private Wealth Management team specializes in crafting comprehensive financial plans for high-net-worth individuals. We offer personalized solutions in cash flow management, investment strategies, estate planning, asset protection, tax optimization, private banking, and philanthropic endeavors—ensuring every aspect of your wealth is thoughtfully managed for long-term success.

Portfolio and Asset Management

Asset Protection Planning & Insurance Services

Portfolio and Asset Management

 Let our expert money managers optimize your investment portfolio to align with your unique goals. We tailor each portfolio to balance your risk tolerance, return expectations, and ensure strategic diversification for long-term success.

Asset Protection Planning & Insurance Services

Asset Protection Planning & Insurance Services

Asset Protection Planning & Insurance Services

 Planning ahead for unexpected events is essential to safeguarding your assets. Our licensed insurance agents and advisors are here to ensure your protection needs are thoroughly covered, giving you peace of mind knowing your capital is secure.

Comprehensive Retirement Planning

Comprehensive Retirement Planning

Asset Protection Planning & Insurance Services

 Our retirement planning advisors use goal-based and cash flow strategies to help you effectively prepare for and fund your retirement—whether it’s meeting essential needs, fulfilling your desires, or making your dreams a reality. 

Tax Planning Strategies

Comprehensive Retirement Planning

Business & Succession Planning

 Our tax planning strategies help you maximize your retirement by utilizing tax-free, tax-deferred, and tax-advantaged withdrawal techniques—both before and during retirement. 

Business & Succession Planning

Comprehensive Retirement Planning

Business & Succession Planning

 We provide tailored business planning solutions for small and mid-sized companies, focusing on cash flow management, financial projections, employee benefits (including ERISA plans and insurance), continuity planning, and succession planning—helping your business thrive and grow with confidence.

Estate and Legacy Planning

Education Funding Planning Services

Education Funding Planning Services

 Advanced estate conservation strategies are essential for protecting both Grantors and Beneficiaries. These strategies help navigate the generational estate settlement process by minimizing or avoiding probate and estate taxes, ensuring a smoother and more efficient transfer of wealth.

Education Funding Planning Services

Education Funding Planning Services

Education Funding Planning Services

 Soaring education costs can make it harder to save for retirement and other life goals. By planning ahead, you can ease the financial strain and avoid relying on long-term loans.

Financial Wellness Program

Education Funding Planning Services

Financial Wellness Program

Our experts offer educational seminars tailored for businesses, churches, and group events. These sessions are designed to empower your team or community with the knowledge and tools to make informed financial decisions, helping everyone achieve their financial goals with confidence.

What Makes The DFS Financial Group Unique?

Our Foundation

At the core of our wealth management services is a strong foundation rooted in our unwavering commitment to exceptional client service, complemented by our distinguished Five D’s to Financial Success process. We combine expert insights with personalized strategies designed to meet your unique financial goals, ensuring your financial future is built on a secure and solid foundation.

Our Philosophy

Our philosophy is rooted in a commitment to delivering personalized, client-focused financial solutions that support your long-term success. We integrate our service model into every aspect of our process, ensuring you receive comprehensive guidance and support throughout your financial journey.


 We empower our clients through the following core principles: 

  • Education – Empowering you with the knowledge and tools to make informed decisions at every step, so you feel confident and in control of your financial future.
     
  • Communication – Maintaining open, transparent dialogue to ensure you understand the strategies in place and how they align with your unique financial goals.
     
  • Relationships – Building strong, lasting connections based on trust, mutual respect, and collaboration, ensuring that we’re partners in your financial success every step of the way.
     
  • Fiduciary Approach – Prioritizing your best interests in every decision, with tailored solutions that focus solely on meeting your needs, free from any firm-driven agendas.
     

Our service model is designed to put you at the center of everything we do, creating a partnership that supports your long-term financial success with clarity, trust, and dedication.  

Our Distinguished Process

The DFS Financial Group's distinguished Five D's to Financial Success wealth management process serves as the cornerstone of our wholistic approach. This powerful framework equips our clients with the essential tools, ongoing support, and strategies needed to achieve a higher level of financial success. 

The Five D's to Financial Success: A Proven Pathway to Your Financial Goals

  • Discover – We start by understanding your goals, priorities, expectations, constraints, and the behaviors that impact your financial decisions.


  • Design – We craft a tailored plan that efficiently addresses your goals and sets you on the path to achieving them.


  • Define – We clearly outline responsibilities and actionable solutions, ensuring every step is aligned with your objectives.


  • Deploy – We implement your personalized investment solutions, tax planning strategies, and protection plan, ensuring everything works in harmony to secure your financial future.


  • Deliver – We provide ongoing support and continuous refinement of your financial plan, helping you stay on track toward long-term success.

Community Affiliations

Contact Us

The DFS Financial Group

5000 Riverside Drive, Building 6, Suite 100E, Irving, TX 75039

Main: (972) 417-2900

Hours of Operation

Open today

08:00 am – 05:00 pm

Monday - Friday: 8:00am - 5:00pm

Saturday: By appointment only

Sunday: Closed

The DFS Financial Group

 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of Texas, Florida, New York, California, Colorado, Michigan and Missouri. 

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. The DFS Financial Group and Cambridge are not affiliated.  


Cambridge does not offer tax or legal advice. 

The DFS Financial Group does not offer tax or legal advice.


Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.



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