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Discover the 10 Reasons Why Financial Planners May be a Better Fit Than Insurance Agents.

Choosing the right financial advisor is crucial for anyone with substantial wealth. Between financial planners and insurance agents, the choice can shape your wealth’s future. For individuals aged 35+, with a net worth of $250,000 or more, understanding the distinct advantages of a financial planner is key. Our guide, “10 Reasons Why You Should Choose a Financial Planner Over an Insurance Agent,” offers deep insights into why a financial planner might be the best choice for your financial needs. Download our concise guide now and take the first steps of your personalized financial journey.

In the maze of financial decision-making, having an experienced planner by your side isn’t just an advantage—it’s a necessity. 

Our financial planners are not just advisors; they’re partners in defining, pursuing, and achieving your financial vision. From sophisticated estate planning to navigating market fluctuations, our team is equipped with the knowledge and tools needed to guide you through every financial season.

Holistic Wealth Management
Personalized Financial Roadmaps
Risk Management Solutions
Tax-Advantaged Investing
Market Volatility Strategy
Sophisticated Estate Planning
Liquidity Management
Future Investment Trends

The Right Team for the Job


Have any questions or concerns about your finances? Our Financial Professionals have over 20 years of experience creating holistic, custom-made financial plans. Please feel free to reach out if you have any questions.

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Lubbock, TX, 79424

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Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC. Financial planning offered through Alpha Capital, LLC, a registered investment advisor. Alpha Capital, LLC and Alpha Capital Strategies are separate entities from LPL Financial.  Alpha Capital Strategies LLC and the “logo” are registered trademarks. This material is for educational purposes only and not intended as a recommendation for any particular product, and is not intended to provide, and should not be relied on for, accounting, legal, investment, or tax advice. Individuals are encouraged to seek advice from their own advisors.

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