Clintsman Financial Planning

On January 1, 2023, Convergent Financial Strategies merged into Buckingham Strategic Wealth and now runs Buckingham's Southlake office. Buckingham is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.

Website

https://buckinghamstrategicwealth.com/locations/southlake

External link for Clintsman Financial Planning

Industry

Financial Services

Company size

11-50 employees

Headquarters

Southlake, Texas

Type

Privately Held

Founded

2002

Specialties

Retirement Planning, Investment Planning, Cash Flow/Budgeting, Education Funding, Insurance Planning, and Estate Planning