Locations | Check us out on BrokerCheck
  • 1001 Scurry Street
    Big Spring, TX 79720
    (432) 264-0008
  • 310 Main Street
    Canadian, TX 79014
    (806) 323-5338
  • 601 Main Street
    Lubbock, TX 79401
    (806) 744-2689
  • 3401 Loop 306 Suite A
    San Angelo, TX 76904
    (325) 944-2536

Is a financial goal plan required to engage West Texas WealthCare Advisors, Inc. for asset management services?

Yes. A simple financial plan outlining your goals is required for clients with $30,000-$499,999 invested with us, and it requires little time. For clients with accounts greater than $500,000, a comprehensive financial plan outlining your goals is required, and involves a great amount of time.