Who We Are
Based in Lubbock, Texas, MassMutual Southwest, formerly Southwest Financial Group, has been meeting the many
financial needs of individuals, families and businesses in West Texas and New Mexico since 1957. We have invested in our own education and training so we can give you the best possible service. Our highly-qualified team of professionals provides specialized expertise in areas including financial planning, long term care, special care planning, family business issues, divorce financial analysis and retirement planning. Our team is all focused on the same thing – helping you achieve your financial goals.
How We Can Help
At MassMutual Southwest, we can help you get the kind of peace of mind that comes from making good financial decisions. Whether you’re saving up for a vacation home, planning for retirement or estimating the cost of your child’s education, our professionals will help you choose the most efficient ways to reach your financial goals. We offer a wide array of products and services to help you solve today’s personal and business financial problems and to help you prepare for the future.
To Our Clients
We are committed to providing our resources and expertise to help a population of people we saw as being underserved by providing Financial Professionals trained in MassMutual’s SpecialCareSM program. The SpecialCareSM program helps families who have special needs children or dependents with life care planning and other financial needs. We provide access to information, specialists and financial solutions that can help improve the quality of life for people with disabilities and other special needs, as well as their families and caregivers.
We have also undertaken efforts to raise community awareness of this important issue by co-hosting a Disability Awareness Night at Midland and Albuquerque minor league baseball games.
To the Community
Our commitment to the community is deep. We actively support and are involved in child advocacy efforts, Lubbock’s YWCA, Better Understanding of Down Syndrome (BUDS) and formerly Midland’s Association for Retarded Citizens (MARC). Our financial services professionals have taken leadership roles in the city of Lubbock, at Texas Tech University and the different health care systems in the community. In addition, we have brought MassMutual’s LifeBridgeSM free1 Life Insurance Program, for those qualifying, to Texas.
1 MassMutual pays the premiums.