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The Dunlap Group

3363 University Drive East Suite 211
Bryan, TX 77802

Phone:

(979)260-9629

Fax:

(979)260-1043

Access Your Retirement & Investment Accounts

Click here to access your individual retirement plan accounts

Services

View our services that we offer.

Contact Us

Please feel free to contact us with any questions.

Serving the Brazos Valley Since 1984

Welcome to The Dunlap Group. We believe good financial decisions don't have to be confusing. With over 30 years of experience, our advisors can provide simple techniques which can help you make the most of your money and help achieve more of you financial goals. Our advisors specialize in helping our clients develop a comprehensive financial strategy to fit their unique needs and enable them to meet short and long term goals.  On our site, you will have access to a wealth of educational materials, newsletters, calculators and other tools, designed to keep you up-to date on financial issues, strategies and trends.

Our advisors are ready to assist you with your financial planning and insurance needs. Contact us to see how we can help you.

SERVICES FOR INDIVIDUALS AND ORGANIZATIONS
• Qualified Retirement Plans
IRAs, 401(k)s, 403(b)s - Optional Retirement Plans and Tax Deferred Accounts
• Wealth Management Consulting
Investments, Retirement, and Risk Management
• Business Need Analysis
• Insurance Services (Group and Individual)
Life, Health, Disability, and Long Term Care
• Estate Planning, Charitable Giving &
   Educational Funding

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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How Long Will Your Funds Last?

Estimate the future value of your current savings.

How Long Will It Take to Pay my Balance?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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