Meyer, Ronald J Agt

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Formerly the team at Clintsman Financial Planning: Buckingham Strategic Wealth's Southlake team has decades of experience helping individuals with a wide range of backgrounds meet their goals. We take pride in putting people at ease when it comes to solving complex financial issues. Our broad experience allows us to always take a holistic view of the financial planning process. Above all, the Southlake team values objectivity and independence when providing advice to our clients. We are proud to be a fee-only firm, working solely for our clients in their journey to make the best financial decisions possible.

Buckingham Strategic Wealth's Southlake team, formerly known as Clintsman Financial Planning, boasts decades of experience in assisting individuals from diverse backgrounds in achieving their financial goals. With a commitment to objectivity and independence, the team offers comprehensive financial planning services, specializing in retirement savings, investment review, and tax minimization strategies. Operating as a fee-only firm, the Southlake team takes a holistic approach to financial planning, providing personalized solutions such as cash flow spending plans, college funding advice, and ongoing asset management. With a focus on delivering a highly tailored experience for each client, the team at Buckingham Strategic Wealth prioritizes helping individuals make informed financial decisions to secure their financial future.Generated from the website