About Rise Financial Services in Lubbock, TX

Financial Planning Built on Clarity and Discipline

When you're planning for retirement, protecting your business, or preparing to transition wealth, you need a partner who understands both your goals and your environment. Rise Financial Services delivers personalized financial solutions designed around your long-term success in Lubbock, TX.


We focus on helping you build, protect, and transition wealth through strategic planning and disciplined guidance. Every recommendation we make is grounded in clarity, education, and a proactive approach to your financial future.


Our work is guided by a commitment to honesty, reliability, and putting your needs first. You deserve a financial partner who listens, educates, and plans with intention.



Discover how strategic financial planning can align with your personal and professional goals.

Established to Serve Lubbock Families and Business Owners

Rise Financial Services was founded in Lubbock with a clear purpose: to provide local families, entrepreneurs, and business owners with the financial guidance they need to navigate life's most important transitions. Whether you're growing a business, approaching retirement, or planning your legacy, we're here to help you move forward with confidence.


Lubbock is a community shaped by resilience, independence, and hard work. From the wide-open skies to the entrepreneurial spirit that drives local commerce, this city values people who show up prepared and follow through. We bring that same mindset to every client relationship.


We're proud to support the financial well-being of individuals and businesses across Lubbock, helping our community thrive through thoughtful planning and steady guidance.



Learn more about how we can support your financial journey.

Where Financial Expertise Meets Lubbock Values

Our team understands the unique needs of Lubbock clients. We work closely with you to align every financial decision with your long-term goals, whether that involves retirement planning, estate strategies, business growth, or risk management. We treat your financial plan as if it were our own.


  • Deep experience serving families, entrepreneurs, and business owners throughout the Lubbock area
  • Personalized solutions across retirement, estate, business, and risk planning
  • Emphasis on clarity and education in every conversation
  • Proactive planning designed to guide you through life changes and transitions
  • Structured approach that puts your goals at the center of every strategy


Your financial future deserves a disciplined, strategic approach. Reach out to Rise Financial Services today to schedule a consultation and start a structured conversation about your wealth planning needs in Lubbock, TX. We're ready to help you plan with confidence.