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At PFG Advisors, we pride ourselves on the depth and breadth of services we offer clients in the Greater Lubbock region and beyond. A first class support team dedicated to delivering a superior service experience backs our seasoned team of specialists.

 

We offer financial planning (PFG Advisors Wealth Solutions), wealth management, risk management, business planning, retirement planning, estate planning, bank-owned life insurance (BOLI), as well as a suite of financial services for Texas Tech employees. .

 

FINANCIAL PLANNING

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A financial plan should address your particular needs for accumulation, management, protection, distribution, and transfer of wealth.

RISK MANAGEMENT

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In many situations, preservation of capital, income replacement, and/or asset protection is every bit as important as wealth accumulation and growth...

BUSINESS PLANNING

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Financial planning for owners of closely held or family owned businesses is a uniquely complex discipline.



Retirement Planning

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Whether retirement is far away, or on the horizon, it is important to be clear about what it will take to retire, and what your retirement lifestyle may...

Wealth Management

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Our offerings include comprehensive wealth management services. We work with individuals, families, business owners and professionals in various stages of...

Estate Planning

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Whether retirement is far away, or on the horizon, it is important to be clear about what it will take to retire, and what your retirement lifestyle may...


Executive Benefits Planning

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PFG Advisors has extensive knowledge in the areas of Bank Owned Life Insurance and Supplemental Executive Retirement Benefits.

Corporate Retirement Plans

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Unique in West Texas, PFG Advisors not only offers a wide range of retirement planning services to individuals, but we also have specialized experience in...

 

Our choices define what's important to us

CRN201907-207245