Southlake Financial Services

Retiring confidently. Living comfortably.

Financial planner in Southlake, TX (show on map)

Full-service financial firm offering personalized planning, objective advice, and dedication to help clients pursue investment success with confidence.

Call (214) 859-1800

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About

We are a full-service financial firm providing you with access to a level of products and services to help invest and manage your wealth. We offer personalized planning, objective advice, and dedication to help you pursue success as an investor.

With our resources and capabilities, we can help you develop and maintain a sound investment strategy - one that strives to give you confidence.

Personalized planning

Objective advice

Comprehensive service offerings

Services

Investment Advisory Programs

Customized investment strategies tailored to individual financial goals.

Personalized planning Objective advice Dedication to client success

Traditional Brokerage Accounts

Standard brokerage services for buying and selling securities.

Access to a wide range of investment products Portfolio management

Retirement Income Planning

Planning and management of retirement income sources.

Income projection Asset allocation for retirement Tax-efficient strategies

Estate Planning

Planning for the transfer of wealth and assets after death.

Will and trust creation Probate avoidance strategies Tax minimization

Wealth Transfer Strategies

Strategies to efficiently transfer wealth to heirs or beneficiaries.

Gifting strategies Charitable planning Generation-skipping transfers

Insurance & Risk Management

Protection and management of financial risks through insurance products.

Life insurance Disability insurance Long-term care insurance Risk assessment

Credentials & Certifications

LPL Financial Advisor

Sales Associate

LPL Sales Assistant

Frequently Asked Questions

Why Renters Should Have Their Own Insurance +

Young renters may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.

Q&A on RMDs +

Answers to key questions about Required Minimum Distributions (RMDs) for retirement accounts.

Key Retirement and Tax Numbers for 2026 +

Provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

Avoiding Probate with a TOD Deed and TOD Account +

Explains how transfer-on-death (TOD) deeds and accounts can help avoid probate without the cost and complexity of a trust.

Do You Know Who Your Beneficiaries Are? +

Highlights the importance of knowing beneficiaries as valuable assets convey directly to them regardless of will instructions.

Contact Southlake Financial Services

Southlake Financial Services

Address

578 Kimball Ave, Southlake, TX 76092

Phone

(214) 859-1800

[email protected]

Website

darrelltodd.com/location.htm

Location

Location of Southlake Financial Services, 578 Kimball Ave, Southlake, TX 76092 · View on Google Maps

Screenshot Gallery

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Get in Touch

Ready to work with Southlake Financial Services?

Reach out today to schedule a consultation.

(214) 859-1800

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