Blum Financial LP is a Dallas-based financial planning firm that specializes in developing comprehensive financial plans for individuals, families, and businesses. With their industry-leading 3 core strategies, they create personalized blueprints that encompass all aspects of their clients' financial lives, from safeguarding their families and strengthening their businesses to preserving and enhancing their estates. Through their secure program, AWealthBox, clients can consolidate their financial information and store important documents, ensuring easy access and organization. Blum Financial LP is committed to helping their clients assess, manage, and enhance their total wealth. As a trusted financial planning firm, Blum Financial LP understands the importance of planning before making any financial decisions. Just as one would create a blueprint before building a house, they believe in creating a financial blueprint, a SWP Plan, before investing, purchasing insurance, or establishing trusts. With their expertise and dedication to providing comprehensive plans tailored to each client's specific goals and objectives, Blum Financial LP is a reliable partner in helping individuals and businesses achieve financial success.Generated from the website

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Duncan, John W MD

Peterman, Mark A MD