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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 4pm

Castle Financial

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Lubbock, TX
Castle Financial

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Our fiduciaries provide clear answers to your financial questions and a tailored plan for a success!

10/06/2026

October is National Financial Planning Month, a helpful reminder to revisit the fundamentals of your financial plan—especially when market volatility is on investors’ minds.

At Castle Financial, we believe steady, thoughtful planning can help keep long-term goals in focus. Take a moment to review your priorities, assess your strategy, and make sure your plan still reflects what matters most to you.

Please share these tips with someone who may find them useful. If you would like to discuss your current plan or talk through your investment strategy, our team is here to help.

09/10/2026

As wealth grows, financial decisions become about more than accumulation. They require a thoughtful strategy that balances today’s lifestyle, long-term priorities, and the flexibility to adapt as life changes.

At Castle Financial, we help clients create spending and investment strategies that support the bigger picture—preserving wealth, pursuing meaningful goals, and planning confidently for the future.

If you would like to review your financial strategy, spending structure, or long-term objectives, our team is here to help.

09/07/2026

Happy Labor Day from Castle Financial.

We appreciate the hard work, dedication, and care that strengthen our community every day. We hope you take time to rest, recharge, and enjoy meaningful moments with those who matter most.

09/01/2025

Congratulations and Happy Birthday to our newest CFP® practitioner, Jon Bolt! Jon has met all criteria, passed the exam, and received approval from the CFP Board to hold the marks. We are thankful to have Jon on our team as the Director of Financial Planning and Wealth Manager!

01/28/2025

Learn ways to leverage the fresh start effect

01/21/2025

Use these simple tactics to help set yourself up for success

01/14/2025

Here's ways to get a clean slate, New Year or not

01/07/2025

Find out ways to forge better habits that stick

12/20/2024

From our family to yours, we hope your holiday season is filled with warmth, joy and laughter. Our greatest gift this year has been your trust and friendship. Here's to a season of peace, love and cherished memories (and maybe a few tasty treats)!

11/09/2023

We broke down markets into a 5-minute read

Address

6905 82nd Street, Suite 100
Lubbock, TX
79424

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Telephone

+18067472644

Website

http://www.castfin.com/

Alerts

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