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Badii Group Private Wealth Management

(36)

Retirement Spending Plan, Retirement Planning, Tailored Lending

“Whenever I have a client who liquidates an enormous significant asset, I always refer them to Kirk for his guidance in managing their investment proceeds.”

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Pro Capital Wealth Management

(33)

Professional Athletes & Celebrities, Investing, Inheritance Management

“In a world full of automated “investment coaches” and call center help lines, nothing beats a physical sit down meeting with a person who will put you first and treat you like family.”

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Mills Wealth Advisors

(18)

Portfolio
Wealth Management
Goals

“Mike Mills and the team at Mills Wealth Advisors do a phenomenally great job in helping clients make sense of all the investment options available out there and how to create a strategic financial plan that works for my unique circumstances.”

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Foundation Wealth Partners

(12)

Risk Management, Estate Planning & Trust Services/ Philanthropy, Tax Planning

“His insights are solid and he takes great care to explain at length the hows and whys of making certain decisions, as well as being sensitive to our thoughts and preferences.”

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Virtus Wealth Management

(8)

Estate Planning, Goal-Based Planning, Gifting

“Since the transition, communications have been excellent and the entire staff is engaged in making sure the client is well taken care of, providing quick and accurate answers to the questions I've posed.”

Featured

Financial Advisor Near Me - Virtus Wealth Management We live in an unpredictable world. On a day to day, you never know when tragedy or disaster can strike, uprooting your life and putting you in a place of instability. The instability you worked so very hard to avoid. Financial risk management helps soften the blow when life hits back hard. It helps create a plan of action when life’s surprises and uncertainty comes to rear its ugly head. In this article, we are going to explain what financial risk management is, why it’s important and how you know it’s time to get some risk management of your own. What is Meant by Financial Risk Management? In the simplest of terms, financial risk management is the task of identifying, controlling and evaluating threats to a client’s business, organization, or financial earnings. Now, these threats or risks can arise from an array of circumstances. Some sources can include: -Pandemics -Financial uncertainties -Legal liabilities -Income taxes -Inflation -Natural disasters -Accidents -Claims from creditors -Other costs Read more here:...

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Schultz & Kellar

(10)

“She was very thorough, knowledgeable and such a joy to work with.”

FAQs

Do I need a trust?

A trust is a complicated and expensive document that is created by a person during their lifetime. Many estates do not require a trust; however, there are certain situations, such as if a relative has a medical condition and receives government assistance, or if a person cannot be trusted to have control over a large inheritance, when a trust is beneficial.

As a seller, do I need to disclose any defects in a home?

As a seller, you should disclose all defects in the home. However, you should discuss this with an experienced real estate lawyer. When and how you disclose the defects can be important, and if you do not disclose them you could find yourself facing a lawsuit.

What should I do before buying or selling property?

A Texas real estate lawyer can perform a title search to make sure that the seller can convey marketable title, free and clear. This means that it is safe to purchase the property, that no one else has claims to the land, and there are no outstanding liens that need to be paid by the seller.

What is real estate law?

Real estate law deals with the sale and purchase of property, including the land and any buildings that are located on the land. This includes residential property as well as commercial property.

How do you create a financial plan?

At Schultz and Kellar, PLLC, we begin by learning about your financial goals, then work with you to develop a plan for how you will meet those goals. We will conduct an in-depth review of your financial situation, and offer advice on how to achieve and continue working towards those objectives.

More info can be found on the FAQ page of our website.

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Tower View Wealth Mangement

(7)

Market
Tax
Knowledge

“Our entire family has trusted Warren and Randi for numerous years with our investment portfolios.”

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Buban Financial Services

(1)

Capital Gains Strategies, Retirement Income Planning, Estate Planning

“She does her due diligence to make sure she has done everything possible to ensure she is doing what's best for her clients.”

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Prestige Wealth Management

(2)

“I was looking for both growth and guaranty of income in my senior years but almost got locked into a level income and higher fees.”

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Schneider Wealth Management

(1)

“Todd and staff are great.”

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Noble Private Wealth

(1)

“Today, Noble Private Wealth manages our total portfolio full time in a holistic approach which is diversified into individual dividend stocks, ET Fs, and some mutual funds.”

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Waddell & Reed

(1)

“Friendly personal service that you can trust.”

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Sullivan Financial Partners

(6)

Informative

“Craig knew we were looking for a place to safely grow our nest egg without risk and he helped us develop the plan that will sustain us through our lives, allow us the freedom to do the things we want to do--like travel--and leave legacy gifts to our ...”

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Morgan Capital Solutions

Simplified Strategies, Intelligent Analysis, Organized Planning

“Whether you are nearing retirement, already retired, or getting a head start on your retirement planning, we have the experience needed to get you on the right track and help you stay there. At MCS, our experienced financial management professionals ...”

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Four Oaks Financial

Insurance Strategy, Investment Strategy, Special Needs Planning

“Four Oaks Financial works toward balancing your need to have capital on hand today with longer-term goals for invested assets. We do all of this while taking into account your investment objectives, risk tolerance, tax liabilities, family considerati...”

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Anchory

Business Planning, College Planning, Insurance

“Look, we're not your dad's financial adviser! We get it. You splurge on your local CrossFit Box, but you shop at Costco. Eventually, you want to change careers, have a kid, or already have them and are supporting their sports ambitions. You also know...”

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Prosperity Wealth Management

Long-Term Care, Securities, Investment Planning

“I wrote this book because I felt like there are way too many financial “text books” out there. The average individual finds them tough to read unless it's a substitute for sleeping pills. People feel like they are being talked down to or feel the au...”

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Waters Financial Planning

(1)

“Hard working and compassionate.”

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Anchor Private Planning

Retirement Planning, Investment Management, Cash Flow Analysis & Debt Management

“Retirement looks different for everyone. Anchor Private Planning gets in your corner and helps turn the “what-ifs” into financial stability with honest expectations, reliable resources and a patient team to help you transition into life after work. O...”

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Solutions 4 Wealth

“For lack of guidance a nation falls, but victory is won through many advisers.”

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Riley Private Client

“At Riley Private Client, LLC, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you're not just a number or one portfolio of many. You're our priority, and...”

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Trinity Portfolio Advisors

“Investment advisory and financial planning services offered through Trinity Portfolio Advisors, LLC, an SEC Registered Investment Advisor. Chalk, Cullum and Associates is not registered with the Texas State Board of Public Accountancy to practice Pub...”

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Bering Financial

“No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Realta Equities, Inc. will fluctuate in value and are subject to investment risks including ...”

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Mattox Wealth Management

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Southlake, TX

The highest-rated Financial Planning & Wealth Management companies out of 173 vetted & reviewed in the Southlake area.

Badii Group Private Wealth Management

Pro Capital Wealth Management

Mills Wealth Advisors

Foundation Wealth Partners

Virtus Wealth Management

Schultz & Kellar

Tower View Wealth Mangement

Buban Financial Services

Prestige Wealth Management

Schneider Wealth Management

Noble Private Wealth

Waddell & Reed

Sullivan Financial Partners

Morgan Capital Solutions

Four Oaks Financial

Anchory

Prosperity Wealth Management

Waters Financial Planning

Anchor Private Planning

Solutions 4 Wealth

Riley Private Client

Trinity Portfolio Advisors

Bering Financial

Mattox Wealth Management

Retirement Planning and Investment Management Services in Southlake, TX Cost Estimates

Why these companies made our list

Wealth Management Advisors near Southlake

Popular in Southlake