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

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Newsletters & Whitepapers

The DFS Financial Group's 2025 Annual Tax Guide (pdf)

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The DFS Financial Group's 2024 Essential Financial Figures (pdf)

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2024 Tax Planning Whitepapers (pdf)

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Critical Social Security Facts (pdf)

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5 Retirement Mistakes of Small-Business Owners Make (pdf)

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Preparing for a Satisfying Retirement (pdf)

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Take Charge Of Your 401(k) (pdf)

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The Importance of 59 and A Half (pdf)

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5 Ways To Stay Confident In Retirement (pdf)

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Planning for a Special Needs Child (pdf)

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6 Retirement Questions Government Employees Should Be Asking (pdf)

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Understanding Your Estate (pdf)

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SECURE Act 2.0 Retirement Changes (pdf)

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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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