We Will Be There When You Need Us, Throughout Your Lifetime 123
At Brennan Financial Services, we have one goal: To help individuals and families prioritize their financial objectives and give them the education, the tools and the plan that will help them achieve their goals in the right timeframe.
That goal is an extension of our firm’s mission, which is to help our clients achieve financial independence through the design of personalized investment strategies. We do this through education, personalized investment management, and estate and tax planning strategies.
Brennan Financial Services was founded on Dave Brennan’s belief that everyone in America can be successful and financially independent. They just need straightforward education and a plan to help them get there.
That desire to educate our clients is fundamental to the firm’s philosophy, and remains a cornerstone of our client service. Our clients understand the benefits of the programs we recommend and are able to make informed decisions. We believe this approach improves the potential success of the financial goals of our clients.
Early in the development of our firm, Dave Brennan stressed diversification of investments for the long term. You’ll find that same philosophy alive today. Our retirement planning strategies are designed for growth and income, while our approach to estate planning focuses on preserving capital and minimizing taxes.
But what really makes us different from any other financial advisor in Dallas is our commitment to lifelong relationships with our clients. Brennan Financial Services believes that individualized service is essential for achieving investment success. We meet regularly with our clients to review their current portfolios, discuss their concerns and suggest new ideas to meet ever-changing economic conditions.
Because we are family at Brennan Financial Services, our firm is family focused, as well.
We structure each family’s investment program to fit that family’s needs and circumstances. It’s an approach that has a higher likelihood of success. As a result, we have clients who have been with us for decades. It’s very rewarding to see financial success passed down through the generations as we work with multiple generations of our client families.
We realize that your family’s financial goals change as you journey through the different stages of your life. We also recognize that each family’s situation is unique. We want to create a lifelong relationship with you. We’ll be here to help you along the way.
Those just aren’t words to us. Some of our clients have been with us for over 30 years.
When you pick up the phone to call us, we’ll be there. We want to be by your side through every phase of your life and retirement. We believe that working in wealth and retirement planning in Dallas, our hometown, is a privilege. After all, the people who have entrusted their retirements to us are our neighbors.
Our independence gives us more flexibility to help you. Our expertise guides our processes so your investments are well diversified, deeply researched, and specifically tailored to your needs.
Find out for yourself why our clients are so loyal. Call us at 972-980-PLAN to schedule an appointment today.