DALLAS BETTS | Thoroughbred Advisors
Most Professionals Lose $2,000-$4,000 a Year - Without Ever Realizing Where It's Going
Small gaps in income protection, tax efficiency, and liquidity quietly add up over time. This 60-second assessment shows what may be costing you - and where optimization matters most.
Free • Private • No obligation
Income Protection
Surface income risks people assume are "covered"
Tax Efficiency
Identify tax inefficiencies that erode long-term progress
Liquidity & Flexibility
Spot liquidity gaps that limit options when timing matters
Dallas Betts - Financial Services Representative
Thoroughbred Advisors (New York)
Bachelor's degree in Finance (Financial Planning concentration)
Experienced in working with professionals in high-pressure environments
Education-first approach focused on clarity before decisions
Known for practical guidance around protection, efficiency, and long-term stability
How It Works
Answer a Few Questions
Your responses are evaluated across protection, efficiency, and flexibility
Get Your Snapshot
Receive a personalized snapshot highlighting potential optimization gaps
No Jargon, Just Clarity
No pressure. Just clear, actionable insights
See What Your Setup Is Really Costing You
Identifying gaps early preserves choice. Discovering them late limits it.
Educational purposes only. Results are informational and not financial advice.