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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
Imagine working a lifetime to not only save enough money to retire financially independent but also to support your family, especially children. Then you die. What do the courts do with your estate? 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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Planning Your Required Distributions
For those in or near retirement, the age of 70½ is a key transition point: Retirees need to begin planning for required minimum distributions (RMDs) that are taken annually from employer-sponsored retirement plans and traditional IRAs.
Planning for the Future — What Motivates You?
The truth is there is ample motivation to make the most of retirement planning opportunities.
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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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