The DFS Financial Group

The DFS Financial Group The DFS Financial Group specializes in Wealth Management, Insurance, Business Planning, Estate Planning, and Tax Planning Strategies.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
07/22/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
07/20/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

The sooner you begin investing, the longer your money can work for you.
07/17/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

10 tips that can head-off marriage money problems.
07/15/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

\$100 not spent is more like \$143. Intrigued?
07/13/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
07/10/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
07/08/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

"The Exemplary Standard Of Wealth Management & Investment Services"Ask me about our Five D's to Financial Success financial planning process!

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
07/06/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

An ILIT could play a role in your estate strategy.
07/03/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Address

5000 Riverside Drive, Building 6, Suite 100E
Richardson, TX
75039

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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