A Division of the North Texas Financial Group

  

Serving the Dallas/Fort Worth Metroplex with Customized Solutions for Your Personal and Business Needs

  

The Frisco Financial Group offers services to satisfy all of your financial needs in one location. These services include:

  

ADVISORY SERVICES

FINANCIAL ADVISING

BANKING

HUMAN RESOURCE CONSULTING

BOOKKEEPING

INSURANCE - HOME & AUTO

BUSINESS COACHING

INSURANCE - LIFE & HEALTH

COMMERCIAL LENDING

LEGAL (BUSINESS & FAMILY)

COMMERCIAL INSURANCE

MORTGAGE

COMMERCIAL REAL ESTATE

PAYROLL

COMPLIANCE CONSULTING

RESIDENTIAL REAL ESTATE

EMPLOYEE BENEFITS

  

Seminar Schedule

  

SUMMER SPEAKING SERIES

  

"SOME LIKE IT HOT"

  

JULY

"Don't Get Burned by Insurance: How to Best Protect Your Business & Family"

Date & Time:

Tuesday, July 28th

5:30 - 7:30 PM

Location:

The Keg Resturant

6101 West Park Road,

Plano

CLICK to RSVP

  

AUGUST

"Business & Litigation Seminar: How to do hot deals without cold sweats"

Date & Time:

Tuesday, August 25th

5:30 - 7:30

Location:

The Keg Restaurant

6101 West Park Road, Plano

CLICK to RSVP

Areas of Expertise  

  Banking

The Frisco Financial Group is aligned with a local bank to offer all types of banking products and services that include: 

  • Checking Accounts
  • Savings Accounts
  • Credit Card Processing
  • And more

  Business Coaching

Working with the Frisco Financial Group's Business Coach includes expanding your business, transitioning ownership, improving cash flow, improving sales, improving profits, improving your human resource outcomes and reducing costs. Most importantly, you get real hands on help in the areas you define.

  Bookkeeping

Bookkeeping advice in the following areas: 

  • Annual IRS and state tax filings
  • Financial statement preparation
  • Tax compliance
  • Transaction planning
  • Bookkeeping systems analysis
  • Excel spreadsheet consulting
  • Quick Books Consulting

Important Articles

 

May 2009 Newsletter

  

February 2009 Newsletter

  

How the Affluent Manage Home Equity

  

  

  

The Housing Crisis is Over

  Commercial Insurance

From large to small businesses to independent contractors, the Frisco Financial Group has the right insurance for you:

  • General liability
  • Workers Compensation
  • Commercial Automobile
  • Builders Risk
  • Erros & Omissions

  Commercial Lending

The Frisco Financial Group offers commercial financing products such as SBA loans, conventional commercial loans, Government Sponosred Enterprise loans (FNMA, FHLC, USDA, and HUD), private equity and joint venture partners, niche financing, land development financing and hard money lending programs.

  Commercial Real Estate

Looking for commercial land to build or an existing building to expand your retail, commercial or industrial business? The Frisco Financial Group offers you the best resources to find the commercial property you are seeking at the time that you are seeking it. Find the space you need whether you are leasing or purchaisng hte property.

Compliance Consulting

One of the most overlooked areas in business today, many companies don't even realize their potential liability due to lack of compliance policies and procedures. Implementation of a comprehensive compliance plan could save your company and drastically increase your overall return on your investment.

  Financial Advising

The Frisco Financail Group offers financial advice in the following areas: 

  • Retirement Planning
  • Wealth Building
  • Estate Planning
  • College Savings
  • Stocks, Bond & Mutual Funds
  • LIfe Insurance
  • Annuities

Employee Benefits

Two areas of emphasis for employee benefits administration to ensure the proper fit for your company. We have specialists who work with smaller companies (less than 100 employees) and other specialists who work only with larger companies (more than 100 employees) to ensure you get the best analysis and benefits to fit your company's needs.

Human Resource Consulting

Many companies overlook the importance of training and development, organizaitonal development, staff development, leadership training, human resource policy and procedure development, creation of procedural manuals, and more when it comes to human resources. If you don't have the budget to hire an additional employee, hire the Frisco Financial Group for specific projects to ensure you are properly protected.

  Insurance - Home & Auto

The Frisco Financial Group offers Property and Casualty Insurance for customers in the following areas: 

  • Auto
  • Boat
  • Homeowners
  • Motorcycles
  • Renters
  • And more  

 

  Insurance - Life & Health

So you think you may need life insurance, or maybe you currently own it but not sure how much you need. If someone relies on you financially, you want to make sure you're adequately covered. Health Insurance is just as important. Need individual or group insurance? We have the best plans in the country to fit your needs.

  

  

  

Legal

The Frisco Financial Group does not offer legal advice but is aligned with the best law firms and attorneys in the legal industry. Whether you are seeking a divorce, needing a will, starting a business, or needing other legal advice, the FFG has the legal team to help you through both your family and business legal issues and help you avoid legal problems in the future.

  Mortgage

Finding the best mortgage option that meets your financial goals is our highest priority. We pride ourselves in offering a wide array of loans which cater to your specific needs, including fixed rate conventional mortgages, adjustable rate mortgages, JUMBO loans, FHA and VA loans, interim and permanent construction financing, lot loans, relocation programs and refinances.

Payroll

Why do payroll yourself or deal with larger companies that treat you like a number? The Frisco Financial Group has payroll specialist who will educate you on the entire payroll process and take the headache out of payroll for you.

  Real Estate

Buying a new Home?

Thinking of selling?

Relocating?

Sign up to be a VIP member and be the first to know about the newest listings on the market, schedule viewings, and request additional information on any available listing.

© 2008 Frisco Financial Group

  

Advisory Services

Financial Analysis in the areas of:

  • Financial Organization
  • Cash Flow Analysis
  • Education Plan Analysis
  • Insurance & Policy Analysis
  • Income Tax Planning
  • Investment Analysis
  • Financial Independence
  • Estate Planning
  • Retirement Planning
  • Trend Analysis