Contact Us

Brennan Financial Services
14785 Preston Road, Suite 780
Dallas, TX 75254
Phone: 972-980-PLAN
Fax: 972-980-7859
info@brennanfinancialservices.com

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Complementary Services

Insurance

To help develop a successful, long-term financial plan, you should look toward the future—because that is where you are going to live. There are many important questions to consider. For example, as you age, are you and your family prepared for unexpected medical expenses, especially those encountered during a prolonged illness? Will your family be financially stable after your death? BFS offers insurance solutions designed to protect your family and its financial future.

Mortgages

BFS founded Brennan Mortgage Group to provide homeowners with a complete range of mortgage offerings. Brennan Mortgage Group offers the same personal attention you’ll find at BFS. Just like BFS, Brennan Mortgage Group is independent, allowing us to provide our clients with competitive rates from numerous lending institutions.

We utilize our extensive knowledge of loan programs to find the one that best meets your needs. Our goal: low rates and a loan process that is easy and understandable, from application to closing.

Sean Henchey, a licensed loan officer and certified mortgage planner, is Operations Manager of Brennan Mortgage Group. Through the years, he has built relationships with lenders to help provide competitive mortgages to our clients.
 
 
Sean Henchy and Brennan Mortgage Group are not affiliated with FSC Securities Corporation.

Estate Planning

Effective estate planning can help maintain your wealth and protect its passage to future generations, thus preserving your financial legacy. BFS partners with the Law Office of Paul F. Tagg, who serves as independent counsel to BFS clients, to provide a wide range of essential estate planning services including Wills, Powers of Attorney, and Trusts.

 
The Law Office of Paul F. Tagg is not affiliated with FSC Securities Corporation.

Employer Plans

In addition to helping clients plan for retirement, BFS also provides financial services for companies and city governments. We provide retirement plan solutions for employers of all sizes, including:

401(k) plans
457 Plans
SEP-IRA Plans
SIMPLE IRA Plans
Defined Benefit Plans
Individual 401(k) Plans

No matter how many employees are in an organization, a retirement plan should be available to help maximize opportunities for both the employer and the employee. Whether the goal is to provide a benefit to attract and maintain high quality employees, or to reduce employer taxes, BFS can help design a plan to meet those needs.

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