About Caprock Financial Group
Caprock Financial Group works with individuals and families in Lubbock, Texas who want to slow things down and look at how income, taxes, and long-term considerations fit together. Their approach is education-first and relationship-driven, with time set aside to listen, explain options in plain language, and support thoughtful decisions shaped by family, lifestyle, and values. If you are ready to talk through your questions or explore next steps, connect with them to schedule a conversation.
Services
Retirement Income Planning Tax Planning Investment Strategy And Risk Management Healthcare And Long-Term Care Preparedness Insurance And Protection Planning Estate And Legacy Planning Financial Advisory Services Wealth Management Retirement Planning Investment Guidance Social Security Planning Portfolio Management Financial Education & Long-Term Financial PlanningReviews
Derek and his staff has helped my account to grow without me having to make decisions that I do not know about...very seamless. His team is trustworthy and makes you feel at home. The staff is very knowledgable and so easy to work with.