Brennan Financial Services: Comprehensive Investment Management in Dallas

Brennan Financial Services takes pride in our singular goal of building family wealth by offering investment solutions tailored to your needs.

To do that, we have developed expertise in a wide range of financial and investment strategies:

  • Retirement Income
  • Wealth Accumulation
  • Tax Reduction
  • Direct Rollovers
  • Stretch IRAs
  • Self-Employed Retirement Plans
  • 529 Education Plans
  • Life Insurance
  • Family Legacies

Find out for yourself how the expertise at Brennan Financial Services can help you on your path to financial independence.

Call us at 972-980-PLAN to set up an appointment today.

Let The Brennan Family Get Your Family Ready for Retirement

The Brennan family has been working as financial advisors specializing in retirement planning in Dallas for over 30 years. Dave Brennan started Brennan Financial Services in 1983. Now, three of his children, Debra Brennan Tagg, Darren Brennan, and Michelle Brennan Hall, are carrying on his legacy and taking a long-term, focused view on what makes financially independent families successful.

Brennan Financial Services views retirement in real terms: a twenty to thirty-year period during which you don’t have to work for income. But you will still need income and resources to support your lifestyle. With pension plans disappearing, and the realization that Social Security alone will not be enough, you need to ask yourself: “Will I have enough money to retire, and how do I prepare for it now?”

At Brennan Financial Services, we have been guiding investors into and through retirement for more than three decades. We are uniquely positioned to help you plan for and achieve a confident retirement. We have the expertise needed to help families retire, and bring a smart, consistent approach to your investments. After all, we’ve been providing investment management in Dallas for over 30 years. We apply our deep knowledge of investments and retirement to younger generations who are starting down their path to financial independence.

Expertise. Independence. Family-oriented and Dallas-based.

Find out for yourself how Brennan Financial Services can offer you the best plan to help you achieve the retirement you want.

Call us at 972-980-PLAN to set up an appointment today.

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Contact Details

15455 Dallas Parkway
Suite 1325
Addison, TX 75001
Phone: 972-980-PLAN

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