Access The DFS Financial Group's Financial Planning Portal
Access your Cambridge Investment Research Account Statements
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
Historic 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 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™
Are you new to The DFS Financial Group?
This complimentary financial planning tool will help you start the conversation with our advisors.