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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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Five Ideas for Investors from Our Very Own Risk Laboratory 

Five Ideas for Investors from Our Very Own Risk Laboratory 

Risk assessment is a pesky challenge, and present-day humans are simply not that skilled at it. 

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Begin with the End in Mind: How a Financial Plan Can Simplify and Motivate Your Decision-Making

Begin with the End in Mind: How a Financial Plan Can Simplify and Motivate Your Decision-Making

The beginning of each new year beckons us to keep the good from last year and shed the bad. “New year, new you!” they say. What if you just want to remember how to make smart decisions? We’ve got answers for you.

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Entrepreneur Magazine Shares Our Advice to Aspiring Entrepreneurs

Entrepreneur Magazine Shares Our Advice to Aspiring Entrepreneurs

Thinking of joining the Great Resignation? Ready to live the life you want? In this article for Entrepreneur, we cover important ways to get your financial portfolio ready too. Read on for tips to start your new life right.

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<span><em>D CEO</em></span>&#160;Names Debra One of the<span>&#160;Most Powerful Business Leaders in North Texas</span>

D CEO Names Debra One of the Most Powerful Business Leaders in North Texas

Our President, Debra Brennan Tagg, has been included as part of the Dallas 500 for 2022, a special edition by D CEO Magazine that profiles the most influential leaders in Texas, across a wide spectrum of industries. She is honored to be included on this esteemed list once again.

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