Our Mission
Your Helping Hand Through Life’s Financial Journey
At Financial Group of the Southwest, we are dedicated to guiding individuals and businesses through the various stages of life’s financial journey. By offering detailed and comprehensive planning paired with personalized service, we help our clients navigate their financial paths with confidence.
We believe that having a plan makes all the difference. With a combined 90 years of experience, our team is committed to helping clients identify, pursue, and achieve their financial goals.
Founded in Lubbock, Texas, in 1992 by Rick Wolfe and Mark Wolfe, Financial Group of the Southwest has proudly served our community for over three decades. During this time, we have:
- Supported hundreds of clients as they prepare for and transition into retirement.
- Helped families fund their children’s college educations.
- Provided compassionate assistance to clients through our Surviving Spouse Program during times of loss.
No matter where you are in life, we are here to be your helping hand. Let us help you build a financial plan that provides clarity, security, and peace of mind for the future.
Contact Us
We Want to
Hear From You
Your financial journey is unique, and we provide the tailored guidance you need to navigate it successfully. From personalized financial planning and investment strategies to tax optimization and estate planning, our team is here to support you every step of the way.
Let us help you take charge of your financial future. Contact us today to schedule a consultation and discover how we can work together to achieve your financial dreams. Together, we’ll build a brighter and more secure tomorrow.