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 work 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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October 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
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October 07, 2024
What Kind of Returns Can You Anticipate from Your Portfolio?
Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.
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September 23, 2024
How to Align Your Charitable Giving With Your Values
Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.
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