Preparing for Divorce
in Texas
A Guide to Making the Right Financial Decisions
Navigating a divorce can be a difficult and emotionally taxing process, but it’s important to remember that proper financial planning can make a significant difference to your financial future. Our guide to planning for a divorce in Texas is designed to help you navigate the complex financial aspects of your situation, and includes:
- Guidance from our in-house Certified Divorce Financial Analyst (CDFA®)
- What you need to consider as you gauge your next steps
- Five crucial steps to take to maximize your assets and deliver the best results
Download the guide today, or reach out to our team for more personalized advice.
Your Guide to Education Planning in Texas
Helping Your Children Achieve Their Full Potential
Educational expenses are often a significant part of a family’s budget. Understanding the options and investments available to you as you plan for your children’s education enables you to give them a robust foundation for their future, whatever path they take. Our guide to education planning in Texas is designed to make the process easier for you, and includes:
- Guidance that helps you save for education with minimal impact on your core wealth
- Opportunities that specifically benefit residents of Texas
- Six ways to design and manage a smart education planning strategy
Download the guide today, and feel free to reach out to our team with any questions you have around education planning or wider wealth management.
Your Guide to Building Generational Wealth
Leaving a Lasting Legacy for Future Generations
You’ve put time, energy, and determination into building wealth; now what? Safeguarding your family’s financial future is crucial, and you need a plan that builds on your already solid foundation to ensure your hard work pays off for future generations. Our comprehensive guide covers the three pillars of generational wealth:
- How to invest to achieve your immediate goals while safeguarding the future
- Smart ways to build your assets and develop your family wealth
- The importance of working to protect your legacy so it lasts for generations the guide today, and reach out to our team if you’d like more personalized advice about building and protecting your family’s financial future.
A Comprehensive Guide to Financial Planning for Small Business Owners
As a business owner, you’ve chosen to bring your vision of a product, service, or experience to life.
YYou’ve thought about all of the things you need to make your business a success, from investing in your people to scaling to meet future demand. But without proper financial planning, you may struggle to meet your goals and build a sustainable, future-proof business. Our comprehensive guide to financial planning for small business owners includes:
- The top risks your small business may face and how to mitigate them
- How small businesses can create cash flow projections and plan their taxes
- Eight simple tips to turn your dreams for your small business into reality
Download the guide today, and feel free to reach out to our team if you need help creating a solid financial plan for your small business. We're here to help!
Financial Planning to Support Your Unique Needs
It’s time the wealth management industry reflected each client’s unique purpose. Too often, financial plans are built to justify investment options or policy recommendations. Instead of saying “that’s a shame, it shouldn’t be that way,” we changed the game.
Welcome to BFS Advisory Group, a Dallas-based wealth management firm where sound financial guidance begins with getting to know and understand you, your goals, and your purpose. Only then can our team of Certified Financial Planners design a plan with built-in accountability that’s laser-focused on what you want to achieve.