Financial Advisor Serving Flower Mound, TX and the DFW Mid-Cities Corridor
Flower Mound families shouldn't have to drive to Dallas to find a financial advisor who treats them like more than an account number. Victory Financial Group serves clients across the DFW mid-cities corridor from our Southlake office — close enough to meet in person, flexible enough to work with you however is most convenient.
A Fiduciary Practice Built for How Mid-Cities Families Actually Live
The financial lives of families in Flower Mound, Keller, and the surrounding mid-cities area tend to share a common thread: complexity that has grown faster than the plan meant to manage it. Dual incomes, equity compensation, employer retirement accounts, real estate, and aging parents all collide at once. What most people need isn't another product — it's a comprehensive financial advisor who can see the whole picture and help prioritize what to do first.
We are a fiduciary, independent RIA. That means we are legally required to act in your interest, we hold no proprietary products, and our recommendations are never influenced by what pays us the most. For families evaluating their options in the Flower Mound area, that distinction matters more than most people realize until they've experienced the alternative.
Serving Flower Mound Without the Commute to Dallas
Our office is in Southlake — accessible from Flower Mound via Highway 114 without touching downtown Dallas traffic. For clients who prefer to meet virtually, we offer the same full-service planning relationship over video. Many of our mid-cities clients do a mix of both: initial meetings and annual reviews in person, with check-ins and planning sessions handled remotely throughout the year.
Whether you're in Flower Mound proper, Bartonville, or anywhere along the 114 corridor, you're firmly within our service area. We work with families across the DFW mid-cities — including Keller, Colleyville, Trophy Club, and Westlake — and we've built our practice to serve clients wherever they are, not just whoever is closest to our door.
What Comprehensive Financial Planning Looks Like in Practice
Financial planning at Victory Financial Group is not a one-time deliverable. It's an ongoing relationship built around a clear, transparent process — one that gives you a 12 to 18 month roadmap from the start so you always know what we're working on and why.
We cover the full scope of your financial life, not just the parts that generate a commission:
- Retirement planning and income strategy
- Tax planning and asset location across account types
- Investment management aligned to your goals and timeline
- Estate planning coordination and beneficiary review
- Insurance analysis — life, disability, and long-term care
- Referral-based property and casualty coordination
Every recommendation connects back to your broader financial plan. Nothing exists in isolation.
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
Planning Services We Provide to Flower Mound Clients
Our work with Flower Mound families spans several interconnected areas of financial planning and wealth management.
Retirement Planning
Pre-retirees in Flower Mound often come to us with the same question: "We've saved — but do we have enough, and are we set up to make it last?" Retirement planning at Victory Financial Group means building an income strategy that accounts for Social Security timing, withdrawal sequencing, healthcare costs, and the tax implications of each decision. We run the projections, stress-test the scenarios, and give you a clear picture of where you stand.
Tax Planning and Asset Location
Asset location — placing the right investments in the right account types to minimize your lifetime tax burden — is one of the most overlooked levers in wealth management. We integrate tax planning directly into how your portfolio is structured and managed, coordinating across taxable, tax-deferred, and tax-free accounts to improve after-tax outcomes over time. This is a core part of how we manage wealth, not an add-on.
Wealth and Investment Management
We manage investment portfolios as one component of a broader financial plan — not as a standalone product. Your asset allocation, investment selection, and rebalancing strategy are all built around your specific goals, time horizon, and tax situation. As an independent RIA, we are not constrained by proprietary fund requirements or firm-level sales targets.
Estate Planning
Estate planning is where financial planning and family legacy intersect. We help Flower Mound clients review beneficiary designations, understand how their assets will transfer, and coordinate with estate attorneys when more complex structures are needed. Getting these details right matters far more than most families realize — and they're often the last thing people get around to addressing without a prompt.
Insurance Planning
We review your existing life, disability, and long-term care coverage to identify gaps, redundancies, and policies that no longer serve their original purpose. For property and casualty needs, we refer clients to trusted partners and coordinate so that your coverage decisions align with the rest of your financial plan.
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.
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.
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.
Why Flower Mound Families Choose an Independent RIA Over a National Firm
The financial services landscape in the DFW mid-cities is dominated by Edward Jones offices, national wirehouse branches, and aggregator platforms that match you to an advisor based on geography rather than fit. Those models work for some people. They tend to fall short for families with more complex financial lives who want a single advisor relationship that covers everything — not a series of handoffs between specialists who don't talk to each other.
As an independent RIA, we operate without the product restrictions, sales quotas, or proprietary investment requirements that shape recommendations at captive firms. Our three advisors — Nicole, Daniel, and Rodney — have deep roots in the Southlake and mid-cities community. This is not a franchise. It's a practice built around long-term client relationships, and the families we work with tend to stay.
Frequently Asked Questions
Common Questions from Flower Mound Families
Do I have to come to your Southlake office to work with Victory Financial Group?
No. We serve Flower Mound clients both in person and virtually. Many clients do their initial meetings and annual reviews in person at our Southlake office and handle interim planning sessions over video. We're flexible — the format should work for your schedule, not ours.What does a financial advisor in Flower Mound typically charge?
Fee structures vary by firm and service model. At Victory Financial Group, we operate as a fee-based fiduciary RIA. Depending on the scope of your engagement, fees may be structured as a percentage of assets under management, a flat planning fee, or a combination of both. We discuss fees openly during the right-fit consultation before any engagement begins.How is a fiduciary financial planner different from a regular financial advisor?
A fiduciary is legally required to act in your best interest at all times — not just recommend products that are "suitable" for you. Many advisors at brokerage firms and insurance companies operate under a suitability standard, which allows them to recommend products that benefit the firm even when better options exist. As a fiduciary RIA, we are held to the higher standard.What should I bring to a first meeting with a financial advisor?
A general sense of where you stand is enough to get started. Helpful items include recent account statements, a rough picture of your income and expenses, any existing insurance policies, and a list of questions or concerns you want to address. We'll help structure the conversation from there — the first meeting is about fit as much as it is about information gathering.Do you work with families who are still years away from retirement?
Yes. Many of our Flower Mound clients are in their 40s and early 50s — still accumulating, but close enough to retirement that the decisions they make now will have a significant impact on their outcome. Earlier engagement gives us more planning levers to work with, particularly around tax strategy and asset location.
