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OUR SERVICES

Our services are designed to help you invest for the life you want. We base your financial plan on our comprehensive DBT360 process and a blend of best-case scenarios and risk reduction strategies. Our credentialed professionals with more than 30 years’ experience provide investment advisory services, insurance planning, charitable giving advice and other resources to help you pursue the financial and philanthropic goals that lead to your best life.

LATEST INSIGHTS AND NEWS

Curated articles, videos, and more for a financially savvier you.

INVESTMENT SERVICES

INVESTMENT SERVICES

Your investment portfolio, tailored to meet your goals, on your timeline — managed by us.

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FINANCIAL PLANNING

FINANCIAL PLANNING

The DBT360 Financial Plan: A framework for thoughtful decision-making based on your life goals.

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INSURANCE

INSURANCE

Our insurance solutions guard your financial plan from unwelcome surprises.

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LEGACY PLANNING

LEGACY PLANNING

We are stewards of your financial plan, with strategies to maximize resources for generations to come.

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COMPREHENSIVE FINANCIAL SERVICES

COMPREHENSIVE FINANCIAL SERVICES

We partner with trusted outside resources to successfully implement your financial plan.

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TAX PLANNING

TAX PLANNING

Tax planning is part of what we do. So you don’t have to.

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CHARITABLE GIVING

CHARITABLE GIVING

Does your investment plan include making the world a better place? Ours does too. Let us design charitable giving plans that make a difference.

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PLANNING FOR THE LIFE YOU WANT CAN START TODAY.

Why not get started now on your financial plan? Answer a few questions and we’ll get to work.

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Confused About Taxes? We Get It. Here are Five Tax Changes That You Should Know About

Confused About Taxes? We Get It. Here are Five Tax Changes That You Should Know About

Minimizing taxes is one of the best ways to maximize your bottom line, but taxes can also be pretty confusing and complex. Financial planners and 'resident tax nerds' Sergio Garcia and Debra Brennan Tagg break it down and outline the five tax changes you should know about:

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D CEO Shares What We are Most Excited About for the Future

D CEO Shares What We are Most Excited About for the Future

The September issue of D CEO focuses on the strategies that DFW leaders are using to affect progress in diversity, equity, and inclusion. Turn to page 60 of the digital issue to see what has our President, Debra Brennan Tagg, CFP®, most excited about the future.

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Want to Know Where Women Go to Learn About Money? The Aspen Society

Want to Know Where Women Go to Learn About Money? The Aspen Society

BFS Advisory Group is teaching women about “Investment Strategies in Our New Normal” as part of The Aspen Society.

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Working to Live, Not Living to Work - Why Employer-Provided Financial  Planning is the New Perk

Working to Live, Not Living to Work - Why Employer-Provided Financial  Planning is the New Perk

The Great Resignation is gaining steam and employers are scrambling for better ways to boost employee retention. Here's our take on what you can do to be proactive.

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