CONTACT US
(832)913-1220
OUR LOCATIONS
HOUSTON
1518 Antoine Dr
HOUSTON, TX 77055
SCHEDULE A MEETING
DFS is committed to provide clients with the most complete portfolio of services possible. Our best way to assess your needs is by meeting with you in person to go over your current situation, answer your questions and solve all concerns.
If you are considering improving your financial situation, you need the assistance of our experience team to ensure your peace of mind. For the initial meeting we will need to review the following documents:
Last two years personal tax returns
Las two years PA or entity tax return
All estate planning documents (will or trust documents)
Most recent life insurance statement(s)
Personal financial statement