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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

Access Your Accounts Here

Services

View our services that we offer.

Click here to view Services

Contact Us

Please feel free to contact us with any questions.

Contact Us

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
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lease Payment

How much would your monthly lease payment be?

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