What steps do you need to take to achieve your long-term financial goals? Which type of retirement plan is right for you? If you find yourself asking questions like these, you're not alone. Financial planning can be confusing, but the dedicated fiduciaries at Castle Financial are here to help.
We proudly provide retirement and investment advice to residents of the Lubbock, TX area. Our CERTIFIED FINANCIAL PLANNER™ will always put your needs first.
Our goal is to help you develop a personalized financial plan. Castle Financial offers:
- Retirement planning services
- Investment planning services
- Wealth management services
Contact us today to schedule a free financial planning consultation.
Our skilled financial advisors will do everything they can to make investing and retirement planning as simple as possible. Here's how our process works:
we'll introduce you to our firm
we'll take the time to get to know you
we'll develop a tailored financial plan for your needs
we'll go over your plan and answer your questions
we'll schedule regular meetings and help you stay on track
Call 806-747-2644 today to arrange for personalized and convenient retirement planning services in Lubbock, TX.