Access The DFS Financial Group's Financial Planning Portal
Access your Cambridge Investment Research Account Statements
Download Disclosures and Discovery Documents
Services The DFS Financial Group Provides (pdf)
DownloadInitial Meeting What To Bring Checklist for Individuals and Families (pdf)
DownloadInitial Meeting What To Bring Checklist for Business Owners (pdf)
DownloadDiscovery Questionnaire For First Initial Engagement Meeting (pdf)
DownloadBudgeting Workbook (pdf)
DownloadThe DFS Financial Group Existing Client Annual Questionnaire (pdf)
DownloadEmployer Census Form (pdf)
DownloadCambridge By The Numbers (pdf)
DownloadCambridge Investment Research Form CRS (pdf)
DownloadCambridge Investment Research Advisors Form CRS (pdf)
DownloadBradley Wimpee's ADV Brochure - Part 2B (pdf)
DownloadCambridge Investment Research Advisors ADV Part 2A (pdf)
DownloadHistoric Inflation Calculator
Calculate Your Estimated Net Worth
How Much Disability Insurance Should I Have?
Required Minimum Distributions Calculator
Estimate College Expenses
Calculating Estimated Taxes (for hypothetical use)
The DFS Financial Group™
5000 Riverside Drive, Building 6, Suite 100E, Irving, TX 75039
Main: (972) 417-2900
The DFS Financial Group™ - 2023 All Rights Reserved.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of Texas, Florida, New York, California, 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.
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