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Southlake, TX Legacy Planning Law Firm

Schultz and Kellar, PLLC Offers Comprehensive Financial Planning and Estate Planning

In addition to traditional estate planning services, Schultz and Kellar, PLLC offers comprehensive financial planning services to people throughout the Dallas-Fort Worth metroplex. Our financial planners and investment advisors help you maximize your wealth and pass a legacy on to your loved ones.

Schultz and Kellar, PLLC has assembled a dynamic team of Texas estate planning lawyers and financial advisors who will work with you to create a personalized plan to meet your financial goals. Once the plan is in place, we help you take concrete steps to make those goals a reality.

Customized Financial Planning to Meet Your Goals

The financial planners at Schultz and Kellar begin by analyzing your objectives, personal values, risk tolerance, and expectations. We use this information to craft a comprehensive plan to meet your goals, which might include:

  • Retirement planning and distribution
  • Saving for college
  • Buying a home
  • Life insurance

Financial Planning and Estate Planning Under One Roof

By working with a team of financial planners and estate planners who are all under the same roof, you get peace of mind in knowing that we will help you achieve your financial goals, and help you pass on your legacy to future generations.

Very few law firms offer both estate planning and financial planning services. While financial planning and estate planning often overlap, financial planning requires a different skill set. At Schultz and Kellar, we offer both.

By working with the financial planning specialists at Schultz and Kellar, you benefit from our unique perspective in that we are able to advise you on how to grow your wealth, and how to pass that wealth on to future generations. In addition to creating a sound financial plan, Schultz and Kellar’s estate planning lawyers can advise you on the tax implications of your financial decisions, and prepare the legal documents to make your financial goals a reality.

Estate Planning Versus Financial Planning

While financial planning and estate planning are both important and often have overlapping, interconnected goals, each is highly specialized and has distinct functions.

Both the financial planner and the estate planner need to have a clear understanding of your goals and objectives to prepare a comprehensive plan to meet your needs.

Financial planning helps you to make decisions about your assets to you achieve your financial goals. This includes decisions about insurance, investments, saving for a home, and retirement.

Estate planning allows you to think about the legacy you will pass on to future generations, and includes services such as preparing a Will, Power of Attorney, Trust, Living Will, and Advanced Directives. Additionally, we help you help maximize the value of your estate by minimizing tax liabilities, and pass on your legacy to future generations.

Financial Planning Services

At Schultz and Kellar, we understand that you have unique financial goals, and we work with you to make them a reality.

Our financial planning services include:

  • Asset protection
  • Estate tax planning and strategy
  • Basic to complex financial plans
  • Investment strategy based on your goals and risk tolerance
  • Planning to shift wealth to future generations
  • Cash flow projections and analysis

Contact the Texas Financial Planning Lawyers at Schultz and Kellar, PLLC

Take the first step towards making your financial goals a reality and contact Schultz and Kellar, PLLC today.

Our Texas financial planners work with people throughout the Dallas Fort-Worth metroplex, and offer unique insight at the intersection of financial planning and estate planning. We will work with you to create a comprehensive, customized plan to help you meet your financial goals and pass your legacy on to future generations.

Contact Schultz and Kellar, PLLC today by calling (682) 268-0792, emailing, or by completing our online form.

Schultz and Kellar, PLLC does not manage or hold any investment funds.


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