About Us

Mission Statement

To provide financial security for our clients through quality investment and insurance products.


Our goals are consistency and outstanding service.

We are a locally owned financial services firm located in the Piney Woods of East Texas. For more than 25 years, we have been serving our clients by providing quality products and service. At The Advanced Financial Group, we believe in the concept of working as a team. Working this way gives our clients the attention they deserve.

Our focus is to provide our clients with the financial and insurance guidance needed for today’s world. So whether you are saving for retirement, a college education, need to create an income stream, or need to plan for the unexpected, we can help.

Lufkin is our home. This is where we live, work, and play. With area amenities like Lake Sam Rayburn, Crown Colony Country Club, and area Art Alliances, it’s easy to see why we treasure this place that we call home. Being a part of this community is important to us. That is why you will see our team serving others through various organizations.

So if you are new to our area or have lived here for 30 years, contact us today, and let us help create a plan for you.