Shaun M. Dowling

Shaun M. Dowling

| CFP®

HFS Wealth Management

(214) 346-0785

Contact Me

www.hfs-wm.com

Fee-Only Financial Planner serving the Dallas, TX area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • High Net-Worth Clients
  • Tax Planning and Preparation
  • Divorce Financial Planning

Visit Us

8350 Meadow Road
Suite 181
Dallas, TX 75231

Shaun Dowling is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Shaun Dowling is the Director of Wealth Management for HFS Wealth Management and is responsible for guiding the Firm’s financial planning philosophy, process, resources and deliverables. He also works with clients and takes pride relieving their stress of managing personal wealth and making complex financial decisions. Shaun is a natural problem solver with an ability to develop and communicate complex solutions that appear simple and common sense to his clients.

In addition to holistic and values based financial advice to individuals and families, Shaun is a specialist in solving complex estate planning issues. He enjoys figuring out how to structure a client’s estate plan by navigating the rules, limitations and boundaries that exist within the tax and estate code.

Shaun is a Fee Only Financial planner and a NAPFA-Registered Financial Advisor. Shaun also serves on the career development committee for the Dallas-Fort Worth chapter of the Financial Planning Association.