Southlake
FORMERLY THE TEAM AT CLINTSMAN FINANCIAL PLANNING
Southlake
1900 W Kirkwood Blvd
Suite 2500C
Southlake, TX 76092
Buckingham Strategic Wealth’s Southlake team has decades of experience helping individuals with a wide range of backgrounds meet their goals. We take pride in putting people at ease when it comes to solving complex financial issues. Our broad experience allows us to always take a holistic view of the financial planning process. Above all, the Southlake team values objectivity and independence when providing advice to our clients. We are proud to be a fee-only firm, working solely for our clients in their journey to make the best financial decisions possible.
The Southlake team has been serving the Dallas-Fort Worth metroplex and surrounding areas for over 20 years, previously as Clintsman Financial Planning before joining Buckingham Strategic Wealth in 2023. Clients come to our team for assistance in a variety of areas, including saving for retirement, reviewing investment allocations and minimizing income taxes. We specialize in creating cash flow spending plans, college funding advice and ongoing asset management, among other services.
Hear what makes us different.
Discover what inspires the Southlake team to provide a highly personalized experience for each client’s unique needs and goals.
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Your Southlake Team
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Enjoy some of our latest resources
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March 25, 2024
Protecting Your Portfolio in a Presidential Election Year
While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.
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March 11, 2024
Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program
To retain top talent, some organizations issue restricted stock units (RSUs) to their highest performers. To get the most out of this potential extra income, it’s important to understand what RSUs entail and how to maximize their benefit.
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February 26, 2024
How Your Advisor Can Build a Plan Based on Your Values
Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?
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