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Welcome to SchlegelDunn

SchlegelDunn is a financial consulting and investment management firm based in Plano, Texas. We believe in a fee-based approach, which we offer as Investment Adviser Representatives of Commonwealth Financial Network®.

We offer world-class solutions to complete each part of the financial planning process: investments; insurance; and retirement income, education, estate, and tax planning. 

Our firm is able to help many types of individuals and families. Some people are intimidated and confused by financial matters and are tempted to avoid the topic altogether. Others are simply uninterested or unqualified to do their own personal financial planning. Many of our clients have the interest but simply don’t have the time. In all cases, we help our clients answer the big question: How do I make sure I don't outlive my money?