Financial Planning for Trophy Club Families — From Advisors Who Call This Community Home

We work with Trophy Club families who have built something worth protecting and are starting to ask the harder questions: Am I on track to retire on my terms? Is my wealth structured as efficiently as it could be? What happens to what I've built after I'm gone? We're a fiduciary, independent advisory team rooted in NE Tarrant County — and we bring the same comprehensive planning approach to every family we serve here that we'd want for our own.

Why Trophy Club Families Choose a Locally-Rooted Financial Advisor

Trophy Club attracts a particular kind of household — dual-income professionals in their 40s and 50s, equity-rich from years of real estate appreciation, with kids in or near Westlake Academy, and a lifestyle that comes with real financial complexity. Knowing the cost of living here, the pace of growth in this corridor, and what it actually costs to maintain and eventually transition out of a life built in this community matters when the advice you're getting is supposed to fit your life.

 

Our principals grew up in Southlake, Grapevine, and Trophy Club. We're not advisors who relocated here to serve a market — we're part of the same community our clients are planning for. That local context shapes how we think about retirement timelines, estate structures, and the kind of financial independence that makes sense for families in this zip code.

Comprehensive Financial Planning Built Around Your Life in Trophy Club

We don't separate investment management from tax strategy, or retirement planning from estate planning. Every client relationship starts with a full picture of where you are today and a transparent roadmap — typically 12 to 18 months — for getting your financial life organized, optimized, and positioned for what's next.

What We Help Trophy Club Clients Work Through

Most families we meet are doing reasonably well on paper — but they're carrying a quiet sense that their financial picture is more fragmented than it should be. A 401(k) here, a taxable brokerage there, a life insurance policy they haven't reviewed in a decade, and an estate plan that predates their second child. We help bring that together.

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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

Our Core Services for Trophy Club Families

Retirement Planning

The question isn't just whether you have enough — it's whether your income sources are sequenced correctly, your tax exposure in retirement is managed, and your plan can hold up through a long retirement without unnecessary risk. We work with pre-retirees to build plans that answer those questions in concrete terms, not projections on a slide.

Tax Planning and Asset Location Strategy

Where you hold your assets matters as much as what you hold. Our asset location strategy places investments in the account types — taxable, tax-deferred, tax-free — that minimize your lifetime tax burden rather than just this year's return. For high-income Trophy Club households, this is often where the most recoverable value sits.

Wealth and Investment Management

We manage investment portfolios as fiduciaries — meaning our recommendations are built around your goals, not a product shelf. Our investment strategy is coordinated with your broader financial plan so that your portfolio is doing the right job at every stage of your financial life.

Estate Planning

Your estate plan should reflect what you actually want to happen — for your spouse, your children, and the assets you've spent decades accumulating. We work alongside estate attorneys to make sure the financial structure supports the legal documents, and that neither is sitting in a drawer collecting dust.

Insurance Planning

Life, disability, and long-term care coverage are often the most overlooked parts of a financial plan. We review what you have, identify gaps, and coordinate coverage that fits your current life — not the life you had when you first signed up.

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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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How We Work — The Victory Financial Process

Every new client relationship follows the same structured onboarding process. We start with a right-fit consultation to make sure there's a genuine match — then move into a discovery phase where we build a complete picture of your financial life before any recommendations are made. From there, we develop a written plan with a clear 12-to-18-month implementation roadmap so you always know what we're working on and why.

 

We operate as an independent RIA under the Victory Financial Group platform, which gives us access to institutional resources and technology without the product restrictions that come with a captive or wirehouse model. You get the depth of a national platform with advisors who know your neighborhood.

Frequently Asked Questions

Frequently Asked Questions

  • What makes Victory Financial Group different from other financial advisors serving Trophy Club?

    We're fiduciary advisors who grew up in NE Tarrant County — Southlake, Grapevine, and Trophy Club. We understand the local cost of living, the real estate dynamics, and what financial independence actually looks like for families in this community. We also bring a genuinely comprehensive planning model, coordinating retirement, tax, estate, and insurance planning under one relationship rather than treating each in isolation.

  • Do I need to have a certain amount of assets to work with you?

    We work primarily with affluent families and pre-retirees with complex financial lives. The right fit is less about a specific asset threshold and more about whether your situation has the kind of complexity — multiple account types, equity compensation, business interests, estate considerations — that benefits from comprehensive planning. A right-fit consultation is the best way to find out.

  • How does retirement planning work for Trophy Club families specifically?

    For most families in this market, retirement planning involves coordinating significant home equity, substantial retirement account balances, taxable investment accounts, and in many cases equity compensation or business income. We build retirement income plans that sequence those sources efficiently, manage tax exposure across the transition, and account for the lifestyle costs that come with staying in a community like Trophy Club through retirement.

  • What does "fiduciary" mean and why does it matter?

    A fiduciary is legally and ethically required to act in your best interest — not the interest of a firm, a product manufacturer, or a commission structure. Not all financial advisors operate under this standard. We do, as a registered investment advisor, which means our recommendations are built around your goals and nothing else.

  • How do I get started with a financial advisor in Trophy Club?

    The first step is a 15-minute right-fit consultation — a brief call to understand your situation, share how we work, and determine whether there's a genuine fit. There's no obligation and no sales pitch. If it makes sense to move forward, we'll schedule a full discovery meeting from there.