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Overview:

The Southlake Financial Group works to help provide our clients Financial Security through Estate and Retirement Planning, Wealth Management, Employee Benefit Programs, Tax Advantaged Programs, and Advisory Services. We review, analyze, and design some of the most competitive and cost effective financial strategies in today's market. As a team, we are committed to bringing our clients customized strategies to help them achieve their financial goals and strive to provide the best service in the industry. Everyone has specific needs based on their individual situations, and it is our purpose to make sure that you and your family are given the time, attention, and recommendation that you deserve.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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