INVESTMENT SERVICES
Your investment portfolio, tailored to meet your goals, on your timeline — managed by us.
FINANCIAL PLANNING
The DBT360 Financial Plan: A framework for thoughtful decision-making based on your life goals.
LEGACY PLANNING
We are stewards of your financial plan, with strategies to maximize resources for generations to come.
COMPREHENSIVE FINANCIAL SERVICES
We partner with trusted outside resources to successfully implement your financial plan.
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.
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:
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.
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.
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.