Strategic Financial Planning

Financial Planning with Strategic Solutions

BUBAN FINANCIAL SERVICES™ is a financial planning firm, which has been located in the heart of Dallas-Fort Worth, Texas since 2003. Our financial professionals at BFS help you create your financial future with a business and/or personal plan structured to accomplish your specific financial goals. At BFS, we understand that planning an amazing financial future can be difficult and confusing at times. With over two decades of experience serving our clients, we bring expertise and focus to your financial picture.

Many of our clients come to us through referrals from ranch and land brokers, realtors, and business brokers, attorneys and CPAs, who have seen firsthand how comprehensive planning can transform a client's financial outcome. They understand that the difference is...strategic financial planning and  wealth management can mean hundreds of thousands—or even millions—of additional dollars working toward their clients' futures.

Our initial consultation is designed to help you understand both the challenges and opportunities your situation presents. We'll review your specific circumstances, discuss potential strategies, and help you determine the best path forward—with no obligation and complete confidentiality. We look forward to the opportunity to be of service to you.

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BFS follows the CERTIFIED FINANCIAL PLANNER® Board of Standards for Professional Conduct which requires CFP® professionals to always act as fiduciaries and in your best interest.