Skip to main content
PDL Financial Services logo
menu
 214-458-0573
 (Hablo Español) 469-358-1204
Book a Meeting
  • Home
  • About
    • About Us
    • Our Team
    • Who We Serve
    • Our Process
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
    • Videos
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Insurance Planning
    • Financial Planning for Business Owners
    • Annuities
    • Life Insurance
    • Specialty Services
  • Careers
  • Contact
  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Blog

A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Patrick Lee | Oct 27, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Read More
Couple walking in a field with the ocean in the background
Patrick Lee | Oct 26, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Patrick Lee | Oct 23, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Patrick Lee | Oct 20, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
Read More
Professionally dressed man and woman looking at a tablet
Patrick Lee | Oct 19, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Hands holding a small wrapped present
Patrick Lee | Oct 16, 2023

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Two people having a picnic by a lake
Patrick Lee | Oct 13, 2023

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Set of keys beside miniature house
Patrick Lee | Oct 12, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Elderly woman doing yoga in a park
Patrick Lee | Oct 9, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Two men sitting at a table and having a conversation
Patrick Lee | Oct 6, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Patrick Lee | Oct 5, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Read More
Mother and child working on a laptop together
Patrick Lee | Oct 2, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Current page 5
  • Page 6
  • Page 7
  • Page 8
  • Next page Next ›
  • Last page Last »

Office

9330 Lyndon B Johnson Freeway,
Suite 900,
Dallas, TX 75243

Contact Info

P | 214-458-0573
E | patrick@pdlfinancialservices.com

         

Get in Touch

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

© 2025 PDL Financial Services All rights reserved.