STRUCTURED FINANCIAL SERVICES

Trustworthy & Dedicated Financial Planning Services

At Structured Financial Services, we believe in a first things first approach to financial planning. Each aspect of financial planning provides a foundation for your future.

Financial Planning

With a proper plan and direction, you can build a solid foundation for your financial future. Let us help you get started!

Estate Planning

Structured Financial is here to help you have peace of mind that the future of your family is protected and covered through creating an estate plan.

Business Consulting

Business Consluting: Do you have the desire to start your own business or have an existing business in need of help? We can help set you on the right path.

We Are Highly Dedicated Financial Professionals

We Are Here To Help, Contact Us Today!

Structured Financial is an independent financial services company dedicated to helping our clients not only meet their financial goals, but to thrive in their everyday lives and into their retirement years.

First Things First!

What Sets Us Apart?

The principal of first things first is not something new or unique. In fact, its origins are biblical by nature. It was C.S. Lewis who summarized it this way, “Put first things first and we get second things thrown in: put second things first & we lose both first and second things.”

We Believe In “First Things First”

The principal of first things first is not something new or unique. In fact, its origins are biblical by nature. It was C.S. Lewis who summarized it this way, “Put first things first and we get second things thrown in: put second things first & we lose both first and second things.”

CORE VALUES

We desire to put people first above all else!

TRUE TRANSPARENCY

 In addition to financial transparency, our goal is to help educate our clients in every aspect of their financial plans. You won’t find tricky sales tactics here!

INDEPENDENT FIRM

The term “independent” means we have access to nearly every financial product available to help you find the best products and companies to work with.

DECADES OF EXPERIENCE

We have team members who specialize in Medicare, Retirement Planning, Tax Planning, Estate Planning, Employee Benefits, and much more.

Our goal is to be transparent in all we do.

Structured Financial is an independent financial services company dedicated to helping our clients not only meet their financial goals, but to thrive in their everyday lives and into their retirement years.

  • We Are a Fully Recognized Fiduciary

  • It Is Our Desire to Help Educate All of Our Clients

  • Our Goal Is to Be Transparent on ALL FEES

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Independent Financial Services

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.

Nickolas Moes | Chief Executive Officer and Founder

CONTACT US

Direct Line: (682) 557-9603
Home Office: (855) 4TO-SAVE

Address:
330 Morrison Park Dr, Ste 100
Southlake, TX 76092

Email: [email protected]
General info: admin@structuredfinancial.com

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