Colleyville's Financial Planning Team Is Five Minutes Away in Southlake

Colleyville families have built real wealth — and protecting and growing it takes more than a satellite office and a call center. We're Victory Financial Group Southlake, an independent, fiduciary advisory team based just down the road, and we serve Colleyville as a genuine core market, not an afterthought on a territory map.

A Local Team Built for Colleyville's Financial Complexity

Colleyville isn't a generic suburb. It's one of the most affluent communities in NE Tarrant County — a place where families have accumulated significant assets across retirement accounts, real estate, business interests, and taxable investment portfolios. That kind of financial life calls for a comprehensive, coordinated approach, not a product recommendation and a handshake.

 

We work with established Colleyville families and pre-retirees who are navigating the transition from accumulation to distribution — people who want a financial advisor who knows their name, understands their full picture, and brings a deliberate strategy to every decision.

What Working with Victory Financial Group Looks Like

We're a three-advisor team — Nicole, Daniel, and Rodney — and we bring a depth of planning that goes well beyond investment selection. When you work with us, you get a coordinated strategy built around your entire financial life.

 

Our services for Colleyville clients include:

 

  • Retirement income planning and distribution strategy
  • Tax planning and asset location to reduce your lifetime tax burden
  • Investment management aligned to your goals and time horizon
  • Estate planning coordination and legacy strategy
  • Life, disability, and long-term care insurance review
  • Property and casualty insurance referral coordination

 

Every engagement begins with a transparent 12–18 month planning roadmap so you know exactly what we're working on and why.

Independent and Fiduciary — Not a Regional Branch Office

Victory Financial Group Southlake operates as an independent RIA. That means we have no proprietary products to push, no quotas to meet, and no obligation to any carrier or custodian. Our only obligation is to you.

 

This matters in Colleyville, where several regional and national firms have a local presence. Being independent means our recommendations are built around your financial situation — not around what a home office has approved for distribution this quarter.

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Contact Us Today

Victory Financial Southlake is an independent member of the Victory Financial Group network. Rodney Tracer and Daniel Paschke are senior advisors with a combined two decades of experience serving families and business owners across the DFW area. To learn more about our approach, visit our contact page.

The Victory Financial Strategy

Retirement Planning, Wealth Preservation, and Legacy — Built for Where You Are

Colleyville clients come to us at different stages, but the questions are often the same: When can I retire comfortably? How do I make my portfolio last? What happens to what I've built when I'm gone? These aren't product questions. They're planning questions, and they require a team that takes the time to understand your full picture before offering a single answer.

Retirement Planning

The transition from saving to spending is one of the most consequential financial shifts you'll make. We build retirement income strategies that account for Social Security timing, required minimum distributions, healthcare costs, and sequence-of-returns risk — so your income is reliable and your portfolio has room to last.

Tax Planning and Asset Location

Where your assets are held matters as much as what you hold. Our asset location strategy coordinates which investments live in which account types to reduce your tax drag over time. Paired with proactive tax planning, this approach can meaningfully improve your after-tax outcomes in both accumulation and retirement.

Wealth and Investment Management

We manage investment portfolios with a clear philosophy: your allocation should reflect your goals, your timeline, and your tolerance for volatility — not a model portfolio built for someone else. We review and rebalance with intention, not on autopilot.

Estate Planning and Legacy Strategy

A well-structured estate plan ensures your wealth transfers the way you intend. We coordinate with estate planning attorneys to help Colleyville clients review beneficiary designations, titling, trust structures, and charitable giving strategies — so your legacy reflects your values.

Insurance Planning

Insurance is often the most overlooked component of a comprehensive financial plan. We review your life, disability, and long-term care coverage to identify gaps and redundancies — and we coordinate property and casualty referrals through trusted local partners when needed.

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Daniel Paschke

Senior Advisor
Daniel is a dedicated financial advisor specializing in crafting customized strategies for families and small businesses. With a deeply individualized approach, he tailors solutions to match each client's unique goals and aspirations. Leveraging an independent platform, he offers limitless flexibility to find the best-fit solutions for their needs. Whether clients are planning for retirement, wealth accumulation, or asset protection, he is committed to empowering them with informed decisions. 
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Rodney Tracer

Partner
Rodney Tracer is a seasoned financial professional and specializes in working with families and businesses. With 15 years in the business, he takes a hyper-personalized approach, aiming to understand each client's unique goals and concerns. Operating on an independent platform allows him the flexibility to create customized plans tailored to individual aspirations. With a commitment to excellence, he empowers clients to navigate their financial journey with confidence, providing unparalleled service and support.
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Nicole Goodspeed

Client Relations Manager
Nicole Goodspeed is a dedicated and experienced Client Relations Manager with a passion for fostering strong client relationships. Over the past 8 years, she has brought a wealth of expertise to her role, ensuring a seamless and positive experience for clients from start to finish. She serves as a trusted point of contact, offering guidance and support to clients as they navigate the various stages of financial planning. Her approach is not only professional but also empathetic, recognizing the importance of building lasting relationships based on trust and transparency.
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Colleyville Families Choose Boutique Over Branch

There's no shortage of financial firms serving the Colleyville area. What's harder to find is a team that's genuinely local, independently operated, and built to handle the full complexity of a high-net-worth financial life. We're based in Southlake — five minutes away — and we've built our practice around the families and communities of NE Tarrant County.

 

Our clients value the difference between a relationship and a transaction. If you've worked with a larger regional firm and felt like a number in a portfolio, we'd welcome the conversation.

Frequently Asked Questions

Frequently Asked Questions

  • Do you work with clients in Colleyville, or is Southlake your only market?

    We serve Colleyville as a core market. Our office is in Southlake, roughly five minutes from Colleyville, and a meaningful portion of our client base lives in Colleyville and the surrounding NE Tarrant County corridor, including Grapevine, Trophy Club, and Westlake.

  • What does a fiduciary financial advisor mean, and why does it matter?

    A fiduciary is legally and ethically required to act in your best interest — not in the interest of a firm, a product line, or a commission structure. As an independent RIA, Victory Financial Group Southlake operates under a fiduciary standard on all advisory services. That means our recommendations are based on what's right for your situation.

  • How do you approach retirement planning for Colleyville pre-retirees?

    We start by mapping your full financial picture — assets, income sources, tax situation, healthcare needs, and estate goals — before building a retirement income strategy. We focus on sustainable distribution, tax-efficient withdrawal sequencing, and making sure your plan can absorb market volatility without disrupting your lifestyle.

  • What is asset location strategy, and is it relevant to my situation?

    Asset location is the practice of placing investments in the account types — taxable, tax-deferred, or tax-free — where they generate the least tax drag over time. It's particularly valuable for clients with multiple account types and significant taxable portfolios. If you hold a mix of IRAs, Roth accounts, and taxable brokerage accounts, asset location strategy can improve your after-tax returns without changing your overall risk profile.

  • What should I expect from the first conversation with your team?

    The first step is a 15-minute right-fit call — a low-pressure conversation to understand where you are financially, what you're trying to accomplish, and whether our approach is a good match for your needs. If it makes sense to move forward, we'll schedule a deeper discovery meeting and begin building your financial planning roadmap.