Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Money is a tool, not a goal. Educated investors make confident decisions. Effective planning begins with a 360° view from the inside. Comprehensive services create unique solutions.

Small Business Owners and Entrepreneurs 

Your connected professional and personal challenges require sophisticated planning.

Learn more

Families Needing Strategic Planning

Short on time and long on goals, your family needs a clear financial path.

Learn more

Investors Approaching

Be confident that your plan aligns the retirement lifestyle you've earned.

Learn more

The DBT360
Financial Plan

A comprehensive analysis of goals, resources, risks and opportunities.

Learn more


Independent, personalized wealth strategies.

Learn more

Comprehensive Investor

Insurance, Estate Planning and Tax solutions for our clients.

Learn more

Debra's Latest Blog

Capital Gains- Don't Get Caught Unaware

Advances in the stock market can bring some tax surprises.

Click here for the latest Blog.

Thank You- And Now Do More

BFS Family Service Day Was a Huge Success!

Let's carry the good work even further.

Click here to get more details.

Debra's Latest Market Report

Here's Debra's review and commentary on the financial markets for the Fourth Quarter of 2018, with extra insight from January 2019. 

What is a Fiduciary?

Despite all of the recent talk of deregulation, the wealth management industry has been handed a significant new regulation to implement this year and in 2018. The regulation, called the fiduciary standard, or fiduciary rule, will be good for most investors. The goal of the rule is to ensure that our industry is always putting our clients’ needs ahead of our own when we make recommendations. While that sounds pretty straightforward, the industry is still working on the details of how investments are transacted so we can all provide the transparency that investors deserve.  Here is a short video which explains the rule and what you should expect of your financial advisor. If you would like to learn more about how we act as fiduciaries for our clients, please contact us at [email protected], or (214) 764-1977.