Financial Advisors Lubbock, TX | The Retirement Planning Group

Financial Advisors Lubbock, TX

We are an independent advisory firm dedicated to providing unbiased, client-centered advice.

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Start by working with a Trusted Financial Advisor servicing Lubbock

Our team of independent advisors servicing Lubbock, TX have the knowledge and experience to help you achieve your personal goals. We provide Financial Advice near Lubbock, and we have been providing service for clients throughout Amarillo, Austin, Beaumont, Brownsville, Carrollton, Corpus Christi, Dallas, El Paso, Fort Worth, Frisco, Garland, Houston, Irving, Laredo, Lubbock, Northeast Tarrant, Northwest Harris, Plano, San Antonio, Southeast Montgomery, Waco for over fifteen years.

Financial Advisors servicing Lubbock Specialize in:

  • Focusing on investments, pensions, social security, tax and estate planning for Lubbock residents.
  • From active portfolios to mutual funds, IRAs, 401ks and more.
  • Come tax season, these advisors are your best friend, navigating the tax code with ease in Lubbock.
  • Your long-term partner, helping you through every stage of your finances from the moment you meet all the way through your retirement.
You can speak with a financial advisor today by calling 888-988-6621 to get connected with an expert servicing Lubbock.
5-Star Paladin Registry Financial Advisor

How much does a Financial Advisor cost in Lubbock?

Know How Financial Advisors Are Compensated

When searching for a Lubbock financial advisor, it is also highly imperative to know how this professional is being compensated. Keep in mind that there are many different ways that a financial advisor can be paid. So, take the time to figure out if the financial advisor is charging an hourly fee, asset-based fee, or being paid based on commission.

A fee-only firm and financial advisor is the recommended and safest way to go. When a Lubbock financial advisor is paid based on commission, they may not always have the client’s best interest at heart. They are salespeople first and foremost, selling you services that you may or may not need. Having the wrong financial products and services can both drain your finances and keep you from reaching your dreams. However, a fee-only advisor will always have the client’s best interest in mind when laying out a financial plan. Their number one goal is to make sure you, the client, achieve financial peace. Their goals are your goals. Your concerns are their concerns. You are the priority, not selling a product to make a commission.

These are just a few of the many ways on how to locate the best financial advisor servicing Lubbock. Once you find a good financial advisor, take full advantage of the services they offer.

If you are in need of a financial advisor now or in the near future, contact The Retirement Planning Group today to schedule an appointment with one of their professionals.

We’ve partnered with Dave Ramsey Inc. helping Lubbock with Financial Advice

Dave Ramsey headshot
The Retirement Planning Group is an Financial Advice firm that has been screened and vetted by Dave Ramsey, Inc, to become a SmartVestor Pro advisory partner. We can service clients in Lubbock with Financial Advice, with no account minimums, and specialization in Life Stage Planning – planning that meets you where you are and helps you grab your future!

Our Values. Your Benefits.

  • We are an independent advisory firm equipped to provide unbiased, client-centered Financial Advice servicing Lubbock, TX. This means you will have the amount of time and attention necessary to achieve your financial goals. Throughout the Financial Advice process, you will remain confident in the strategy your financial advisor sets forth. We will work closely with you as a team to ensure you are achieving your goals.
  • We are fiduciary Financial Advisors for you. Since we are a Registered Investment Advisory firm (R.I.A.) there are no hidden Financial Advice fees. Furthermore, our advisors receive no back-door payments.
  • We have low fees. Our average internal portfolio cost is .19% while the national average is .71%*

*Morningstar: Mutual Fund Expense Ratio Trends, June 2014.

Our Financial Advice services include not only a comprehensive financial plan but also a focus on building wealth through investments. Our low-cost investment strategies can help Lubbock clients build a comfortable net-worth over time. We also take care to ensure that any fortune you do build is protected with the right strategies.

In Lubbock, TX today, too many people build investment strategies based off of emotion and the ups and downs of the market roller coaster. Instead, we base our investment strategies on reason, prudence, and intention. We believe in due diligence when it comes to investments. We do not give investment advice based on the panic of the markets and media. We instead give Financial Advice based on history and smart choices, rebalancing if necessary.

Lubbock Financial Advisors from The Retirement Planning Group can help you reach the end goal of a comfortable and profitable retirement.