Generation to Generation
You’ve spent a lifetime building financial independence—not just for yourself, but to support and uplift your family. But without a clear estate plan, the legacy you’ve worked so hard to create may be left to the courts to decide.
At Dallas Financial Advisors®, we believe estate planning is more than a legal necessity—it’s a powerful act of stewardship. A well-crafted plan seeks to preserve your wealth, protect your loved ones, and ensure your assets are passed on according to your wishes. It’s about creating continuity, clarity, and confidence across generations.
Our approach integrates financial planning, asset conservation, and strategic legacy design. Whether through wills, trusts, or insurance solutions, we help you build a framework that supports your retirement goals and manages your family’s future.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Recent Posts
Halloween Special: What Could Spook Markets | Weekly Market Commentary | October 27, 2025
With the stock market in record-high territory and up about 35% off the April lows, market participants clearly haven’t been too scared lately. But that doesn’t mean there aren’t plenty of things to worry about. Just because risks haven’t affected markets much lately — subprime auto loan bankruptcies notwithstanding — doesn’t mean they won’t in the future. In that “spirit,” as Halloween approaches, we discuss what scares us about the economy and financial markets.
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7616 Lyndon B Johnson Fwy, Suite 724
Dallas, TX 75251
Office: 214-245-4572
Fax: 214-261-2214
Email: donnye.winship@dallasfinancialadvisors.us
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