In 1983, after 25 years in the petroleum industry as a tax manager of a major oil company, Dave Brennan organized Brennan Financial Services (BFS), a Dallas based retirement focused firm. Dave decided to build a personal relationship based firm because he quickly recognized that the most frequent complaint from investors was that many financial firms only called when they wanted to sell something to their clients.
To achieve the goal of personalizing accounts, Dave was determined to handle his client accounts differently. He decided that a yearly review of their investments was necessary, to be sure that the retirement income was appropriate for the changing ages of clients and changing market conditions.
The goal of BFS is to provide monthly income-generating investments* to clients who are retired or approaching retirement.
Dave’s desire to share his knowledge of investments and tax-saving strategies with individual investors and the community is fundamental to the BFS philosophy.
He is the author of the well-received book, Wishing Won't Do It: Financial Planning Will, which was published in 2008. It has been used as a training guide in two universities.