2020 Star of the South Dental Meeting

Doctors Financial Services 

Booth 626

Houston, TX  
      United States









We create customized financial solutions for Doctors. DFS team’s goal is to become the doctors personal CFO, helping busy doctors simplify complex financial affairs, build wealth, and protect their financial future.





We are committed to understand each doctor unique financial challenges at every stage of their career helping them to reach their short and long term financial goals, by tailoring a customized financial and tax plan.





































  Our team of experienced financial advisors collaborate with allied professionals from multiple disciplines to address  all aspects of doctor’s financial plan, including: 





TAX MITIGATION | ASSET PROTECTION | ESTATE PLANNING | RETIREMENT PLANNING





WEALTH MANAGEMENT









TAX MITIGATION | ASSET PROTECTION | ESTATE PLANNING | RETIREMENT PLANNING





WEALTH MANAGEMENT







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