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DALLAS FINANCIAL ADVISORS®

Our goal is to assist families and individuals in making sound, quality investment choices that will help shape their financial future. Read More.

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.Read More.

WEALTH MANAGEMENT

With the assistance of Wealthvision, a sophisticated financial planning software program, I can help you with every stage of investing. Watch a video that explains how this sophisticated tool works by clicking here.

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Research

What You Need to Know about Your Will

A will provides the peace of mind that comes from planning to pass on the fruits of your life’s labor to your loved ones. Without a will, the probate court will decide how your assets are to be distributed and, if minor children are involved, with whom they will live.

Protect Your Assets With a Trust

A trust is a legal entity that is central to a three-part agreement in which an individual — the trust’s “grantor” — transfers the legal title to an asset to that trust for the purpose of benefiting one or more beneficiaries. The trust is managed by one or more trustees. Trusts may be revocable or irrevocable and are sometimes included as part of a will.

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Contact Us

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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