Clintsman Financial Planning

We believe that a relationship with your financial advisor should be based on old-fashioned honesty, integrity, and respect for the client’s financial goals and dreams. Our team brings together a unique blend of creativity, attention to detail, and compassion that provides not only the foundation for long lasting client relationship, but the ability to help our clients achieve control and peace over their financial lives.

Objectivity & Independence:

As a Fee-Only Firm, we receive no third-party commissions or revenue from our recommendations. By remaining completely objective throughout the financial planning process, we aim to empower individuals to make the best financial decisions possible, striking a balance in their lives between enjoying today and planning for tomorrow. 

Experience

With over 90 years of combined experience, we have the capacity to assist a broad variety of clients and issues.   All of our financial advisors have earned the Certified Financial Planner™  designation in addition to having advanced academic degrees.

Comprehensive Planning:

We focus on the creation of an actual written financial plan covering all areas of retirement, investment, college funding, insurance, tax planning and estate planning.

Call or email us for a complimentary, no obligation get-acquainted meeting.

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Advisors at this Office

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This Office

660 N Carroll Ave Ste 140 Southlake, TX 76092-6477 Phone: (817) 410-8200 Fax: (817) 410-8288

Primary Office

660 N Carroll Ave Ste 140 Southlake, TX 76092-6477 Phone: (817) 410-8200 Fax: (817) 410-8288