Life is Calling.

We Can Help You Answer.

We are an experienced team of Lubbock-based financial advisors and fiduciaries that are dedicated to offering our clients in the West Texas region investment planning services that adhere to a rigorously disciplined process, high practice standards, and personalized financial goals. We’re here to help you plan for life’s surprises.

Contact Us

Fill out the form to get started with a plan and an advisor that you can trust.

Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423 Phone: 806-747-7995

Fax: 806-747-8569

Office hours:
Monday through Friday: 9:00 am - 5:00 pm

Parking Location