Our Firm

The Financial Group of the Southwest is your helping hand through life’s financial journey. We work with individuals and businesses to help them navigate financially through their different stages of life. We do this by providing detailed and comprehensive planning and personal service for our clients. We believe that a plan makes all the difference and our team has a combined 90 years of experience working with people to help them identify and pursue their financial goals.

 

The Financial Group of the Southwest was founded in Lubbock, Texas in 1992 by Rick Wolfe and Mark Wolfe. Through the years we have helped hundreds of our clients prepare for and transition into retirement. We have helped families fund college educations for their children. We have also been there to help many clients when they lose their spouse through our surviving spouse assistance program. We want to be your helping hand.