Buckingham Strategic Wealth's Southlake team, formerly known as Clintsman Financial Planning, has been serving the Dallas-Fort Worth metroplex and surrounding areas for over 20 years. With a commitment to objectivity and independence, the team offers comprehensive financial planning services, specializing in retirement savings, investment allocation review, and income tax minimization. Their experienced advisors take a holistic approach to financial planning, providing personalized solutions to help individuals meet their unique goals.
As a fee-only firm, Buckingham Strategic Wealth's Southlake team works solely for their clients, ensuring that their best interests are always prioritized. With a focus on creating cash flow spending plans, college funding advice, and ongoing asset management, the team is dedicated to helping clients make informed financial decisions. With a reputation for putting people at ease and solving complex financial issues, the Southlake team is committed to providing a highly personalized experience for each client's needs and goals.
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