Getting ready for retirement means more than just saving enough—it’s about creating a plan that works for your life, your goals, and the unexpected things along the way. That can include planning for healthcare costs, understanding your tax situation, timing your Social Security benefits, and managing your investments. If you’re based in Lubbock, there are retirement planners in the area you might consider. Whether you’re nearing retirement or just starting to look ahead, speaking with someone who understands the process can help bring clarity and direction to your next steps.
1. Advisors Group
The Advisors Group, based in Lubbock, Texas, is a fee-only financial advisory firm offering comprehensive services including financial planning, investment management, tax preparation, and life planning. Their approach emphasizes long-term, multigenerational relationships, guiding clients through life’s transitions with personalized strategies tailored to individual goals and values. Operating as fiduciaries, they prioritize clients’ best interests, providing unbiased advice without commissions. The firm’s team comprises experienced professionals, including CFP® certificants and a CDFA® practitioner, ensuring a holistic and informed perspective on financial matters. By integrating strategic tax planning and life planning, The Advisors Group aims to help clients navigate both anticipated goals and unforeseen challenges with confidence and clarity.
Phone: 806-794-3848
Email: [email protected]
Address: 12002 Trafalgar Ave STE 102, Lubbock, TX 79424
Website: theadvisorsgroup.net
2. Alpha Capital Strategies
Alpha Capital Strategies, headquartered in Lubbock, Texas, is an independent financial advisory firm dedicated to simplifying financial complexities for business owners and families. Founded by Charles Brandon Snyder, the firm offers tailored, fee-only financial planning services, including retirement planning, wealth accumulation, risk management, and business succession strategies. Their team of experienced advisors focuses on delivering personalized solutions that align with clients’ unique goals and life stages. By emphasizing intellectual capital and a commitment to client education, Alpha Capital Strategies aims to help clients navigate their financial journeys with clarity and confidence.
Phone: 806-300-0401
Email: [email protected]
Address: 6213 98th St, Lubbock, TX 79424
Website: alphacapitalstrategies.com
3. Holtzman Wealth Strategies
Holtzman Wealth Strategies, located in Lubbock, Texas, is an independent financial advisory firm affiliated with Raymond James Financial Services. Led by financial advisor Zachary Holtzman, the firm offers personalized wealth management services, including retirement planning, estate planning, investment management, and risk management. Their approach emphasizes a disciplined, strategic process: assessing clients’ needs, creating tailored financial plans, implementing customized investment strategies, and ongoing management to adapt to life’s changes. Holtzman Wealth Strategies is committed to building long-term relationships based on faith, integrity, trust, and personalized service, aiming to provide clients with clarity and confidence in their financial futures.
Phone: 806-701-4083
Address: 4412 74th St D100, Lubbock, TX 79424
Website: raymondjames.com/holtzmanwealth
4. AIM Advisory Group
AIM Advisory Group, LLC, based in Lubbock, Texas, is an independent financial advisory firm specializing in comprehensive financial planning, retirement planning, and investment management for successful business owners and growing families. Led by President Justin L. Price, a CFP® and CRC®, the firm emphasizes a personalized, client-centric approach, aiming to become a trusted advisor by providing unbiased advice tailored to individual long-term goals. Their services include a wide array of traditional and non-traditional investment options, with a focus on creating tax-efficient strategies that address both current needs and future aspirations. AIM Advisory Group is committed to fostering financial literacy and offers resources such as blogs and financial calculators to support informed decision-making. The firm’s philosophy centers on understanding clients’ objectives and developing customized plans to achieve them, ensuring a secure financial future.
Phone: 806-853-8004
Email: [email protected]
Address: 7021 Kewanee Avenue Suite 2-102, Lubbock, TX 79424
Website: aimadvisorygroup.com
5. Amicus Financial Advisors, LLC
Amicus Financial Advisors, headquartered in Lubbock, Texas, is an independent, fee-only financial planning firm founded in 2004 on the principle of prioritizing clients’ best interests. Embracing the Latin meaning of “Amicus” as “friend,” the firm fosters long-term relationships by treating clients as partners in their financial journey. Their comprehensive services encompass investment management, retirement planning, strategic tax planning, insurance solutions, and legacy planning, all coordinated by a dedicated advisor who leads a team of in-house professionals, including tax experts, attorneys, and insurance specialists. Operating as fiduciaries, Amicus advisors are committed to providing unbiased, evidence-based advice tailored to each client’s unique goals and circumstances, ensuring a personalized and holistic approach to wealth management.
Phone: 806-698-1122
Email: [email protected]
Address: 7021 Kewanee Avenue Building 4, Lubbock, TX 79424
Website: amicusadvisors.com
6. Luke Ford Financial- Financial Group of the Southwest
Luke Ford Financial, based in Lubbock, Texas, is an independent financial advisory firm led by Luke Ford, who began his career in the financial services industry in 1999 while attending Texas Tech University. The firm offers a range of services, including retirement planning, investment management, and estate planning, tailored to meet the unique needs of their clients. Emphasizing a personalized approach, Luke Ford Financial is affiliated with Osaic Wealth, Inc., a member of FINRA/SIPC, ensuring that clients receive services backed by a network of experienced professionals. The firm’s commitment to client education is evident through its comprehensive resources, including financial calculators, newsletters, and informative articles, designed to empower clients to make informed financial decisions. With a foundation built on honesty, hard work, and devotion, Luke Ford Financial strives to guide clients through financial challenges, helping them achieve a vision of life without financial worry.
Phone: 806-701-4086
Email: [email protected]
Address: 8008 Slide Rd Suite 1, Lubbock, TX 79424
Website: lukefordfinancial.com
7. RFS Financial Services
RFS Financial Services, located in Lubbock, Texas, is an independent financial advisory firm committed to helping clients achieve their financial goals through personalized planning and education. With over 70 years of combined experience, their team offers a comprehensive suite of services, including retirement planning, investment management, insurance solutions, and estate planning. Led by President David Miller and advisor Mike Ivey, RFS emphasizes building long-term relationships grounded in professionalism and integrity. The firm provides clients with a wealth of resources, such as newsletters, calculators, and educational videos, to empower informed decision-making. In 2024, RFS joined LPL Financial’s broker-dealer, RIA, and custodial platforms, enhancing their service offerings with advanced technology and tools to better serve their clients’ evolving needs.
Phone: 806-798-0045
Email: [email protected]
Address: 6402 98th St #100, Lubbock, TX 79424
Website: rfslubbock.com
8. LoneStar Wealth Management
LoneStar Wealth Management, headquartered in Lubbock, Texas, is an independent financial advisory firm founded by Michael Jon Byers and Mark in 2001. With additional offices in Dallas, Fort Worth, and Albuquerque, the firm serves clients nationwide, offering a comprehensive suite of services including retirement planning, investment advising, tax strategies, and insurance solutions. Specializing in federal and veteran benefits advising, LoneStar emphasizes a client-first approach, aiming to protect clients’ financial lives from market volatility. Their personalized strategies are tailored to individual risk tolerance and financial goals, ensuring a holistic approach to wealth management. Through their affiliated Registered Investment Advisor, LoneStar Registered Investment Advisors, PLLC, they uphold fiduciary standards, providing unbiased advice to help clients navigate their financial futures with confidence.
Phone: 806-765-8444
Email: [email protected]
Address: 10210 Frankford Ave Suite 220, Lubbock, TX 79424
Website: 4lonestar.com
9. Pennington Bass & Associates
Pennington, Bass & Associates, based in Lubbock, Texas, is a comprehensive financial planning firm with a legacy dating back to 1953. Founded by Lee Pennington, a pioneer in the financial planning industry, and later joined by Mark Bass, CFP®, CPA, AIF®, the firm emphasizes long-term, relationship-focused service. Their offerings encompass investment, retirement, tax, insurance, education, and estate planning, catering to a diverse clientele including individuals, families, non-profits, and churches across the U.S. Affiliated with Cetera Advisors, Pennington, Bass & Associates leverages independent research and custodial support to provide tailored financial strategies. The firm’s philosophy centers on building meaningful relationships, ensuring that clients feel valued and understood in every financial decision.
Phone: 806-797-8349
Email: [email protected]
Address: 7818 Orlando Ave, Lubbock, TX 79423
Website: penningtonbass.com
Keep It on Your Radar
Working with a retirement planner isn’t required, but it can be a helpful resource—especially if you want another perspective or don’t want to go it alone. If you’re in Lubbock, exploring local options could give you a better sense of what’s available and what kind of support might suit your needs. Even a single conversation can be valuable. The key is knowing your options, so when you’re ready to take action, you can do it with confidence.
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
