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

Our goal is to put people first and be transparent in all we do!

“Put First Things First And We Get Second Things Thrown In: Put Second Things First & We Lose Both First And Second Things.” – C.S. Lewis

At Structured Financial, our desire is to operate with integrity and transparency and foster a culture of trust as we work with our clients to build their futures. We believe in putting “first things first”. As C.S. Lewis once said, “Put first things first and we get second things thrown in: put second things first & we lose both first and second things.”

This is a guiding principle Nickolas pursues as a core value, not only for his family but also for the core fabric and culture of Structured Financial. It is his desire to put people first, whether clients or associates. While fiduciary financial advisors are bound by law to operate in the interest of their clients, it is a core value of his, not just a legal guideline. 

We recognize clients are trusting us with their financial future, and we take this seriously. While this industry is known for charging client fees upfront and earning money at their client’s expense on the backend, it is Structured Financial’s promise to be transparent in all we do, especially when discussing fees.

In addition to financial transparency,  it is our goal to help educate our clients, and to look at all possible options while weighing the costs and benefits. Together, we will choose the option that best suits the client.

We Are Always Looking for Bright Talent!

Are you interested in finding out how to be a part of Structured Financial? Please fill out the contact form below. We are always looking for the right people, which also includes financial professionals from all backgrounds who want to partner with us on this journey.

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: (214) 677-0201

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

Email: [email protected]
General info: [email protected]

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