Structured Financial Services

We Desire To Operate With Integrity And Transparency To Foster a Culture of Trust!

Financial advisor in Southlake, TX (show on map)

Structured Financial is an independent financial services company dedicated to helping clients meet and thrive in their financial goals.

Call (682) 557-9603

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About

Structured Financial is an independent financial services company dedicated to helping our clients not only meet their financial goals but thrive in their everyday lives and into their retirement years. We are licensed professionals who are bound by a fiduciary standard, placing our client’s best interest first. O

ur goal is to help educate all of our clients and to be transparent on all fees. We believe in a first things first approach to financial planning and operate with integrity and transparency to foster a culture of trust.

Independent access to nearly every financial product

Commitment to integrity and transparency

Fiduciary standard placing client interest first

Educational focus on client financial literacy

Services

Financial Planning

Comprehensive financial planning to help clients achieve their financial goals, including debt review, budget creation, estate planning, insurance review, and retirement planning.

Debt review and payoff plan Budget creation, review, recommendations, and tracking Assessment of Estate Planning Review of different Insurance and personalized needs assessment Review of retirement account contributions, their investments, and recommendations

Estate Planning

Services to help clients properly structure their estates, from simple wills to complex trusts, ensuring assets are transferred smoothly and in accordance with the client's wishes.

Inventory of assets (tangible and intangible) Accounting for family needs (guardianship and life insurance) Establishment of directives (will, trust, medical, power of attorney) Review of beneficiaries Understanding of estate tax laws Decision on need for professional help Regular review and reassessment of the estate plan

Business Consulting

Services to help businesses start, maintain, and grow by providing low-cost legal setup, financial and workflow process reviews, and strategic advice.

Low-Cost Legal Setup and Structure Financial, Reporting, and Workflow Process Review Guidance on business pain points and solutions

Tax Services

Comprehensive tax preparation and filing services, including tax preparation, full-service bookkeeping, payroll, 1099 filings, estimated tax filings, and tax planning consultations.

Tax Preparation & Filing Pricing Guide Sales Tax Filing Full-Service Bookkeeping Payroll Services 1099 Filings Estimated Tax Filings Tax Planning Consultation Common Add-On Services (CPA Certified Review, Sold Stock/Cryptocurrency, Self-Employed/Small Business, Rental Property, Bookkeeping/Research, Amended Return, Rush Filing, Business Entity Setup)

Credentials & Certifications

Bachelor’s degree in Finance & Economics and Business Administration Management

Since 2007

Investment Advisor Representative through Verity Asset Management

Frequently Asked Questions

What is the principle of 'first things first'? +

The principle of 'first things first' emphasizes prioritizing essential tasks and goals to achieve success, as summarized by C.S. Lewis: 'Put first things first and we get second things thrown in: put second things first & we lose both first and second things.'

What does 'independent' mean in the context of Structured Financial? +

In the context of Structured Financial, 'independent' means the company has access to nearly every financial product available, enabling them to help clients find the best products and companies to work with.

How does Structured Financial ensure transparency in fees? +

Structured Financial ensures transparency in fees by clearly communicating all costs upfront, avoiding hidden fees, and focusing on the best interest of their clients.