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.

Meet your planning team

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


we'll develop a tailored financial plan for your needs

Second meeting

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.