Bryan Clintsman (CFP®)

Bryan Clintsman focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Clintsman Financial Planning specializes in financial planning focused on the client. For example, we provide service the way financial planning used to be delivered - through personalized, never off-the-shelf, plans which address your specific questions. In addition to being one of the few firms willing to help with simple issues such as budgeting and cash flow, we also provide services in the core areas of Retirement Planning & Projections; Investment Analysis, Recommendation, and Monitoring; Education Planning; Insurance Analysis; and Estate Planning. In addition to serving those from all asset and income levels, we also excel in serving those who have never before worked with a financial advisor.

Additional Information

Website address:

NAPFA Start Date

February 05, 2003


This Office

1900 Kirkwood Blvd, Suite 2500C Southlake, TX 76092 Phone: (817) 410-8200