DEBRA BRENNAN TAGG

Our services are designed to help you invest for the life you want. We base your financial plan on our comprehensive DBT360 process and a blend of best-case scenarios and risk reduction strategies. Our credentialed professionals with more than 30 years' experience provide investment advisory services, insurance planning, charitable giving advice and other resources to help you pursue the financial and philanthropic goals that lead to your best life... Entrepreneurs, high net worth individuals, women and families rely on our strategic approach to set and pursue financial goals. We are the trustworthy stewards of wealth... Business owners face unique challenges on the path to living the lives they want. As a second-generation family-owned business, we know these challenges well.

Primary location: Dallas United States