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.

Take the time to think about these three things when shopping for your next vehicle.
09/04/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

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

The average college senior graduates with credit card debt. How will your kids manage money?
09/02/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise v...
08/31/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

Have a kid heading off to college? Here are a few tips.
08/28/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Never get stuck with the check again after watching this.
08/26/2026

Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

Concerned about identity theft? Some things to leave at home.
08/24/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
08/21/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
08/19/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
08/17/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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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