BFS Advisory Group
Financial Services - University Park, TX, us
BFS Advisory Group Employees
Debra Brennan
President, Wealth Manager Helping Clients to Use Their Money to Have the Lives They Want
BFS Advisory Group Details
BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.We are fiduciaries and good stewards who put our clients' interests and financial well-being above our own. We proudly share five core values: integrity, empathy, future focus, independence and authenticity. Our mission and values shine in our processes, our commitment to hiring individuals with CFP ® and CFA ® designations, and how we choose clients.WE HELP OUR CLIENTS BUILD A FRAMEWORK FOR THOUGHTFUL DECISIONS ABOUT THEIR FINANCIAL PLANS THROUGH A PROPRIETARY PLANNING PROCESS WE CALL THE DBT360 FINANCIAL PLAN.Through the process, we stand in the center with each client and examine resources and risks from the inside out and from every angle. We take an optimistic, comprehensive view and create well-defined steps for individualized financial planning with the flexibility to adjust for new goals, opportunities and challenges.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.Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. Financial planning services offered through BFS Advisory Group, LLC, a registered investment advisor. Insurance is offered by Debra Brennan Tagg as an independent insurance agent. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.
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