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
Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025
Last week, investors were reminded of the persistent impact the pandemic had on many macro models. In particular, the Leading Economic Index (LEI), which has historically been the Conference Board’s accurate leading indicator of the business cycle, still points to a deep, imminent recession as of last month.
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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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