The DFS Financial Group

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

Thinking about a prepaid debit card? Consider the pros and cons.
10/09/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

What does it actually cost to raise a child? You might be surprised.
10/07/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

If you don’t have an estate strategy, here's some reasons why you should.
10/05/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

This piece presents an overview of fundamental steps to consider when a loved one passes.
10/02/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Currency has been around for a long time. Here's a quick history lesson.
09/30/2026

Currency has been around for a long time. Here's a quick history lesson.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
09/28/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
09/25/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
09/23/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Lifestyle inflation can be the enemy of wealth building.
09/21/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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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