01. About Us

One of the most important things to PDL Financial Services is building a long-lasting relationship with you. We are dedicated in helping individuals and families across the DFW area to achieve their financial goals. Simply put, we strive to be our client’s trusted advisor.

Learn More  

02. Who We Serve

No matter your life stage, our professionals are here to offer personalized financial plans that strive to meet your needs.

Learn More  

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Learn More  

Our Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...
View All Services

Our Team

Blogs

5 Tax-Saving Strategies to Keep More of Your Money

Patrick Lee |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...

How to Dive into Business Succession Planning: 10 Key Questions

Patrick Lee |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...

How to Stay Invested in Volatile Markets Without Losing Sleep

Patrick Lee |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...