Strategic Resources
Strategic Resources
Successful financial strategies often include the help of professionals who specialize in tax, business, estate and real estate planning. Clients frequently ask us who we value with these concerns. The following are experienced professionals who can help you strategically navigate the complexities of these matters. They can help you to access the resources necessary to manage tax, business, estate and real estate needs.
We value the relationships we’ve developed with these professionals:
CPAs:
Professionals in tax law and business planning, the CPAs at Dance, Bigelow & Co, PC understand the complexities of tax laws and how they affect clients.
Dance, Bigelow & Co, PC
- http://www.dbscpa.net
- 433 E. Las Colinas Blvd., Suite 1290 Irving, Texas 75039
- Phone: 972.556.1190
- Fax: 972.556.2311
- Email: info@dbscpa.net
Years of experience have prepared us to guide you through your life transitions.
Estate Attorneys:
These Estate Attorneys strive to create comprehensive, specialized estate plans for their clients. Their goal is to educate clients and prepare documents reflecting their wishes.
J. Geary Grimes
- https://www.gearygrimeslaw.com
- 5424 Rufe Snow Dr #209 Fort Worth, TX 76180
- Phone: 817.428.9092
- Fax: 817.428.9094
1st Estate Planning
- https://1stestateplanning.com/
- 6401 W. Eldorado Parkway PMB 321 McKinney, TX 75070
- Phone: 469.207.1529
- Fax: 469.461.1189
Real Estate Professionals:
Qualified to handle all of your real estate needs. With a deep knowledge of the community, a strong business acumen and a genuine desire to serve, these professionals are prepared to help.
The Kennedy Realty Group
Cindy & Scott Kennedy
Ebby Halliday
- www.thekennedygroup.ebby.com
- 1170 North Preston Road Suite 160 Prosper, Texas 75078
- Phone: 972.804.2395 & 972.670.3453
- Fax: 972.458.9535
- Email: cindykennedy@ebby.com & scottkennedy@ebby.com
Stacey Zimmerman
- https://staceyzimmerman.ebby.com
- 5013 West Plano Parkway Plano, TX 75093
- Phone: 469.865.3656
- Email: Staceyz@ebby.com
Custom Home Builders:
Dedicated to the highest standard of craftsmanship, the expert builders at Alford Homes and Jim Johnson Group have been creating luxury custom homes for decades.
Alford Homes
- https://alfordhomes.com
- 17480 Dallas Parkway Suite 217 Dallas, TX 75287
- Phone: 972.429.1074
- Email: grega@alfordhomes.com
Jim Johnson Group
- www.jimjohnsongroup.net
- P.O. Box 846 DeSoto, TX 75123
- Phone: 972.780.9800
- Email: jim@jimjohnsongroup.com
Disclosure:
You are under no obligation to use the services of Dance, Bigelow & Co, PC, J. Geary Grimes, Gretchen A. Benolken, The Kennedy Realty Group, Stacey Zimmerman, Alford Homes or any other listed professional, and may choose any qualified professional to provide tax, CPA, legal, real estate services, building needs, etc. These entities and their services are not affiliated with LPL Financial and Thomson Investment Group.