Contact Us

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

Map and Directions

Become a Client

Why Brennan Financial Services?

Going into retirement is a major transition for anyone. Most people plan for retirement with a five year perspective–they consider what vacations they want to take, when they will start Social Security benefits, what consulting or part-time job they will have, and what hobbies they will explore: golf, grandkids, woodworking, volunteering, etc.

At BFS, we see retirement in real terms: a thirty-year period during which you don’t plan to work. Corporate defined benefit pensions are disappearing, Social Security and Medicare need a major overhaul, and many Americans haven't invested enough to support themselves for three decades. Have you?

BFS has been helping families invest for over 25 years. We are ready to provide you with a smart, consistent approach to your investments.

Since BFS is an independent, family-owned financial advisory firm, we make our own decisions about investment programs. We have carefully chosen the types of investments that we offer our clients, and we only work with investment companies that are aligned with our goal to help provide a sustainable, comfortable retirement for our clients. These elite partners are under ongoing scrutiny to provide the performance and service that our clients deserve.

Additionally, the four Brennan advisors plan to be at our clients’ sides during every phase of their retirement. We are self-employed, which means that we are not moving to another part of the country. You won’t call our office one day and find out that your advisor has left and you have to start the planning process all over again with a new one. We believe in and focus on lifelong relationships with our clients.

To speak with one of the professionals at BFS, call 972-980-7526 today or contact us.

Our family looks forward to helping you achieve your financial goals.