Financial Advisors Lubbock

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Looking for the best financial advisors in Lubbock?

If you are looking to get your money management in check, come to Financial Advisor Lubbock. Our financial planners are here to help take some of the stress of financial planning off of your shoulders!

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Financial Advisor Lubbock

Lets get you a Financial Needs Analysis

If you are looking for a financial counselor or a financial advisor in Lubbock TX, look no further! Whether you are looking for an insurance company near you, a life insurance agent, or even estate planning or retirement annuity, Financial Advisor Lubbock and our team of certified financial planners in Lubbock TX are here to offer you solutions to help put you on the path to financial success.

We provide free life insurance quotes.

Contact us for a fast and free quote!

About Our Company

Financial Advisor Lubbock has been around for years, and to us, there is nothing more rewarding than helping our clients map out their plan for financial freedom and security, and then seeing them be able to reach their financial goals!

From the start, the mission statement for our Lubbock financial advisors has been to help our clients by working together with them to map out their goals, and then offer them financial recommendations to meet those goals.

Our wealth advisors and money managers can help you get back on track, and make sure that you are prepared for the future. This is why we offer a number of different financial services, including:

  1. Financial Planning
  2. Life Insurance / Annuities
  3. Retirement Planning
  4. Business Planning
  5. Children Education Goals
  6. Wealth Management / Investments
  7. Disability Insurance / Income Protection
  8. Cash Flow Management / Debt
  9. Estate Planning
  10. Long Term Care Insurance

With all of these different services, there is something that can benefit everyone, whether you are already on the path to financial success, or need a little help. Financial planning is for everyone, and there is always room for improvement in anyone’s financial plan.

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Why Choose Us?

There are a lot of different financial companies and life insurance companies out there, and there are probably a lot of financial advisors near you, so you might be wondering, “what makes Financial Advisor Lubbock different?”

Even though we are a financial company, the number one priority for our financial planners in Lubbock has always been to help our clients. By listening to your needs, we can offer you personalized recommendations that will help you work towards the future you want, and that will line up with your financial goals.

Our wealth advisors and financial planners are here to help you every step of the way. We believe in the importance of developing meaningful relationships with our clients, which is exactly why our clients love us so much. Financial planning is a process, and as your financial plans and goals change, our team wants to be there to grow with you.

Call or contact us today to meet with a wealth manager or a financial consultant in Lubbock. Our doors are always open, and now our advisors are available for virtual meetings, in order to help all of our clients feel safe and comfortable.

We provide free financial plans.

Contact us for a free a financial consultation!

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How It Works?

If you are wondering, how to find a financial advisor, or maybe even wondering “how do I even find financial planners near me?”, Financial Advisor Lubbock can help you with that. When you call us, we can connect you with one of our financial planners in Lubbock.

When you meet with a financial advisor, you will get the chance to talk about what you want from your money, as well as some of your goals for the future.

Your advisor can act as your money manager to help you go over your current financial situation. Once going over your current financial plan, your advisor can then ask you about your goals.

Whether it is life insurance, planning for retirement, funding your child’s future education, etc., your advisor can help you start to build a plan for how you can work to achieve those financial goals.

Not everyone’s financial situation is the same. What works for some might not work for others. This is why your advisor can offer you solutions to some of your financial struggles, and make recommendations that will be personalized for you. When trying to decide how to choose a financial planner, remember that your financial planner or advisor should be someone who listens to you, and wants to work together with you to reach your financial goals.

Financial Planning Services Lubbock

At Financial Advisor Lubbock, we offer our clients a number of different Lubbock financial services in order to make sure that no matter what you need to reach your financial goals, our financial advisors can offer you the solution.

Financial Planning

Financial planning allows your certified financial planner or financial consultant to get a better understanding of where you are currently in your financial management. Once your advisor has an understanding of what you need, they can help make financial recommendations to ensure that you can reach your financial goals and start building your financial strategy.

Long Term Care Insurance

Most people fail to plan for long term care insurance, even though over half of people over retirement age will experience some kind of long term care incident in their lifetime. Assisted living can be very costly. Long Term Care insurance helps to make sure that you can be financially prepared for anything that may come in the future.

Life Insurance Lubbock TX / Annuities

If you are looking for life insurance in Lubbock, talk to one of our Lubbock financial planners.

Our financial advisors are also insurance agents, and are happy to offer you life insurance quotes, whether you are looking for whole life insurance or term life insurance, to help make sure that you and your loved ones are covered in the event of premature death.

Retirement Planning Lubbock

Talk to an advisor about starting now to save for retirement.

Retirement planning allows you to start preparing and setting aside money now, so that when the time comes for you to retire, we can help you make sure that you can live out your retired life as comfortably and stress free as possible.

Business Planning

If you are a business owner, you understand how much time and resources go into building up your business. Talk to an advisor about our business planning.

We can help make sure that you and your employees are prepared for the future through our group life and disability insurance packets, allowing you to focus more on helping your business grow.

Children Education Goals

You can start funding your child’s future education now, and help set them up for success later down the road.

Schooling can be expensive, and the prices will only go up. By starting to save now, you can put away a little bit on money each month to help ensure that you are prepared later.

Wealth Management / Investments

You work hard for your money. Our wealth advisors can help you ensure that your money is working hard for you too.

By putting your dollars in the right places, our advisors can help ensure that you are getting the most out of your dollars, so you can see your money grow.

Disability Insurance / Income Protection

Not being able to work would be a big step backwards for many people in their financial plan. This is where disability income insurance comes in.

Disability insurance helps you so that even if you cannot work, you do not have to sacrifice your financial security later on down the road just to make ends meet right now.

Cash Flow Management / Debt

If you are tired of living paycheck to paycheck, or feeling like your money is just going in and out, talk to a financial advisor about cash flow management. We know that debt can be a stressful thing, so we want to help make sure that your dollars are going to the right place to make sure that we can help you tackle some of that debt, instead of your money going towards needless expenses every month.

Estate Planning Lubbock

Without a will or estate planning, in the event of your death, your state will decide what happens to everything you own after you go. Estate planning makes sure that you can decide exactly where everything goes, so that you get the final say, and your things can go to the people you trust most.

About Lubbock

Lubbock is a city in NorthWest Texas, with a population of 255,885. Lubbock is home to many fascinating and fun spots, such as the nearby West Texas Walk of Fame, and the Moody Planetarium. Lubbock is also the birthplace of Rock N’ Roll star Buddy Holly.

Texas Tech University is also located in Lubbock.

We have been around for years, and we are proud to keep helping those in the city of Lubbock, including those in the surrounding areas, such as:

  • Big Spring, TX
  • Plainview, TX
  • Hereford, TX
  • Levelland, TX
  • Snyder, TX
  • Brownfield, TX
  • Lamesa, TX
  • And many other surrounding areas

Frequently Asked Questions

There are a lot of questions to ask a financial advisor, so don’t worry if you have questions. Most of our clients don’t know much about finances when they come in, which is exactly why we are here!

What is a financial advisor, what does a financial advisor do?

A financial advisor helps you go over your financial plan, and make goals that can help you get to where you want to be. Your financial advisor has the knowledge and education to help make recommendations that will help get you started on the path towards financial security.

How to choose a financial planner for retirement / when to get a financial planner?

When it comes to financial planning, especially planning for retirement, you shouldn’t wait until you are older! The best time to get a financial planner is now. By starting to plan now, it makes it easier to make the changes necessary to properly prepare for the future.

How much do I need to save for retirement?

The answer will depend on your goals, and how much you want to have saved when you retire. Our team is equipped to help you plan accordingly, adjusting for inflation, taxes, etc., so that we can help you get through retirement, not just to it.

Client Reviews

We love hearing from our clients, which is why we do annual reviews to make sure you are happy with your plan, and staying on track to meet your financial goals. Every review we get helps us to grow and maintain the highest level of professionalism for years to come.


“When I was looking at different financial consultants near me, I was getting overwhelmed by all of the different choices out there. My friend recommended Financial Advisor Lubbock, and I decided to give them a call. They set me up with a great financial advisor. He has been so professional and has helped me so much.”

- Patricia S.


“Our advisor is great. He helped me get personal life insurance for me and my wife, and also helped me with some of the financial planning to run my business. We have gone to him for all of our financial needs.”

- Chad P.


“When I first went to my advisor, I was embarrassed because I have always been a spender, and I needed a lot of help. But he was so nice and didn’t make me feel bad at all, all while helping me get my finances more under control.”

- Leslie W.

Get a free financial plan today.

Contact us today for your free financial plan!

Contact Us Today

At Financial Advisor Lubbock, our team of financial advisors and certified planners are here to help you make sure that you can be prepared for the future.

Whether you need life insurance, disability insurance, help with retirement planning, or just help going over your financial plan, we are here to help. It is never too early to start preparing for your financial future.

Contact us today to talk to one of our financial advisors. Get started on the path to financial freedom and security today!

Financial Advisors Lubbock

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