

Providing Financial Planning Services
Choose trusted investment advisors based in Lubbock, TX
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.
Your Plan
1.
Financial Advisor
We'll create a strategic financial plan based on your needs and goals.
2.
Investment Advice
Our financial advisors can teach you how to develop smart investment behavior and decision making.
3.
Retirement Planning
Invest in your future by hiring a qualified retirement planning professional.
4.
Wealth Management
Get financial advice from an experienced and trusted fiduciary.

Putting Your Best Interests First
Get clear answers to your financial questions from dedicated fiduciaries
Meet your planning team
Tyler Castle, CFP®
E: tyler@castfin.com
Jon Bolt
E: jbolt@castfin.com
Hayden Cobb
E: hcobb@castfin.com
Rely on us for all your financial planning needs
Our goal is to help you develop a personalized financial plan. Castle Financial offers:
Contact us today to schedule a free financial planning consultation.
Preparing for your future in 5 simple steps
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:
Initial call
we'll introduce you to our firm
First meeting
we'll take the time to get to know you
Analysis
we'll develop a tailored financial plan for your needs
Second meeting
we'll go over your plan and answer your questions
Reviews
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.