The DFS Financial Group

(972) 417-2900

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(972) 417-2900

The DFS Financial Group
  • Home
  • About Us
  • Newsletters
  • Client Resources
  • Contact Us

The DFS Financial Group Client Sites

Financial Virtues Survey

Access the DFS Financial Group's Behavioral Finance Survey.

Start Survey

Financial Planning Client Portal

Access The DFS Financial Group's Financial Planning Portal

Enter Portal

Cambridge Investment Research Account Statements

Access your Cambridge Investment Research Account Statements

View Statements

The DFS Financial Group Forms and Disclosures

Download Disclosures and Discovery Documents

Discovery Questionnaire For First Initial Engagement Meeting (pdf)

Download

Initial Meeting What To Bring Checklist Individuals and Families (pdf)

Download

Initial Meeting What To Bring Checklist Business Owners (pdf)

Download

Budgeting Workbook For New & Existing Clients (pdf)

Download

The DFS Financial Group Existing Client Annual Questionnaire (pdf)

Download

Employer Census Form (pdf)

Download

Cambridge Investment Research Form CRS (pdf)

Download

Cambridge Investment Research Advisors Form CRS (pdf)

Download

Cambridge Investment Research Advisors ADV Part 2A (pdf)

Download

Bradley Wimpee's ADV Brochure - Part 2B (pdf)

Download

Financial Calculators

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Inflation Calculator

Historic Inflation Calculator

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Net Worth Calculator

Calculate Your Estimated Net Worth

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Disability Income Calculator

How Much Disability Insurance Should I Have?

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RMD Calculator

Required Minimum Distributions Calculator

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College Savings Calculator

Estimate College Expenses

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Federal Income Tax Calculator

Calculating Estimated Taxes (for hypothetical use)

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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 and Missouri. 

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

A Subsidiary Of The DFS Group, LLC™

Analyze Your Current Financials

Are you new to The DFS Financial Group? 

This complimentary financial planning tool will help you start the conversation with our advisors.

CLICK HERE TO START