The Dunlap Group

CONNECT

Address:

111 University Drive East Suite 110
College Station, TX 77840

Phone:

(979)260-9629

Fax/Other:

(979)260-1043

Our Services

We serve individuals and businesses in all areas of health and life insurance, and financial management, including:

  • Investment Planning
    • Determining your asset allocation needs.  Helping you understand your risk tolerance.  Recommending the appropriate investment vehicles to help you reach your goals. 
  • Retirement Planning
    • Making the most of your employer-sponsored retirement plans and IRAs, and Social Security Timing.  Determining how much you need to retire comfortably.  Managing assets before and during retirement. 
  • Retirement Plan Advisor
    • Providing advisory services for your organizations retirement plan to help your employees save for their future retirement needs through education and best practices for employee participation. 
  • Estate Planning
    • Reviewing wills and trusts.  Helping you preserve your estate for intended heirs.  Helping with beneficiary designations.  Reducing exposure to estate taxes and probate costs.
  • Risk Management
    • Reviewing existing insurance policies.  Recommending policy changes when appropriate.  Finding the best policy to fit your situation.
  • Insurance Services - Individual/Group
    •  Determining insurance needs for individuals or businesses.
  • Education Funding
    • Recommending investment and accumulation strategies to help you pay for your children's education.

Products:

Life Insurance
Individual/Group Health Insurance
Disability Income Insurance
Long Term Care Insurance
Annuities
Mutual Funds
 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck