What We Do


Real Life Solutions for real life problems

Southlake is an estate planning firm that focuses on life insurance and investments. Our team will complete a needs analysis with you and your family to determine where you currently stand financially versus where you want to be.

We work with many carriers to have the ability to provide you with a customized financial plan that is tailored to meet your exact needs. This means, we will find combinations of different products to supplement your retirement and legacy goal planning.

We recognize that it’s hard to deal with the average day to day, why add financial stress to that? Our team is dedicated to making concepts easy to understand with a level of depth that proves how much we care. We will make your money work for you, so you can enjoy the benefits.

Each person has a unique set of needs, problems and goals - Southlake takes those into consideration to establish a proposal with strategies to make your money more tax efficient and allow wealth to pass from one generation to the next.



  • Individual and Family Estate Planning using life insurance, investments and living benefits

  • Corporate Tax Efficiency

  • Retirement Planning

  • Wealth Accumulation


“At Southlake, everything we do is guided by Integrity. We base our recommendations on you, the client, not a template solution.”