Clintsman Financial Planning

Clintsman Financial Planning Our firm provides fee-only holistic financial planning services to those of all wealth levels. Click the 'About' button below for more information.

Our firm offers comprehensive financial planning services to those of all wealth levels. From creation, to implementation, to ongoing monitoring of your financial plan, we provide personal service and pride ourselves on educating the client along the way. All our services are provided on a Fee Only basis, which means we receive no commissions or fees on any of our financial products or strategies

recommended. This provides refreshing objectivity and peace of mind to the financial planning process. And we offer a no cost, no obligation "get acquainted"​ meeting to make sure we are a great fit for you. We would be honored to talk with you about our services.

08/19/2022

The new issues are here! Watch for them in mailboxes tomorrow or read the digital edition now here: https://societylifemagazine.com https://mydigitalpublication.com/publication/?i=758366

SocietyLife Greg L. Gist DDS The Rose Table My Curly Adventures Carson's Village SwitchLife Sterling Renovations Clintsman Financial Planning Kos/Danchak Audiology & Hearing Aids LLC Susan Semmelmann Interiors Corinthian Wellness Spa Southlake Eye Consultants of Texas 3:16 Roofing and Construction Randy White Real Estate Services The Toasted Yolk Cafe

“Lifelong Learning” is one of the key pillars of our firm and that includes helping the next generation of planners lear...
04/29/2022

“Lifelong Learning” is one of the key pillars of our firm and that includes helping the next generation of planners learn how to become great advisors!

Last week, Bryan Clintsman was a guest lecturer for a course at the TAMU Financial Planning Program and Greg Lanier and Ben Jones spoke to the Financial Planning Student Association
Gig’em Aggie Planners!

Check out our new digs! We had a blast hosting an Open House for our new space at VariSpace Southlake. We are so gratefu...
04/27/2022

Check out our new digs!
We had a blast hosting an Open House for our new space at VariSpace Southlake. We are so grateful for the partnerships we have made over the years, both new and old. Thank you for coming out to see us, share some apps, and shoot some hoops!

Today we celebrate 20 years in business! We are eternally grateful for Bryan's vision two decades ago that has built an ...
04/01/2022

Today we celebrate 20 years in business! We are eternally grateful for Bryan's vision two decades ago that has built an incredible place to work and serve our wonderful clients. The firm has grown considerably over those years, but our commitment to serving clients like family has never changed. We are thankful for everyone that we serve and look forward to many more years as we grow together.

We are honored to have our planners featured again in D Magazine's Best Financial Planners in Dallas/Ft. Worth. Congratu...
11/16/2021

We are honored to have our planners featured again in D Magazine's Best Financial Planners in Dallas/Ft. Worth. Congratulations to Bryan Clintsman, Randall Crimmings, Kyle Imhof, and Mandy Sessler!

See http://www.clintsmanfinancialplanning.com/award for important disclosure information.

It is with great pleasure that Bryan & Randall announce the addition of Kyle to our firm’s partnership. Kyle is an outst...
04/07/2021

It is with great pleasure that Bryan & Randall announce the addition of Kyle to our firm’s partnership. Kyle is an outstanding financial advisor, has made significant contributions to our firm, and most of all is one of the most honorable men you will meet. Please join us in congratulating Kyle on this milestone in his career.

Address

1900 Kirkwood Boulevard, Suite 2500C
Southlake, TX
76092

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+18174108200

Website

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