Woman's Worth Houston, a Division of LKJ Financial

At LKJ Financial, our Woman's Worth® program focuses on working with women and providing Retirement Income Strategy Services in Houston, TX.

Operating as usual

Happiness and health to you and your loved ones in the year ahead, from all of us at LKJ Financial

Health, happiness, and peace during this holiday season and through the coming year from all of us at LKJ Financial

Thanksgiving is a time to appreciate what we value most as well as the gifts we've been given and the people that make life special. There is a saying, "never let the things you want make you forget the things you have."
What are you thankful for this year? What simple joys and great developments have made your life better? Let us treasure these moments, pleasures, people and things on Thanksgiving – and throughout the year.
As you gather to enjoy good food and good company this holiday season, we will be thinking of you. Wishing you and yours a safe, happy and healthy Thanksgiving.
Sincerely, the LKJ Team

#financialplanning #healthandwealth #retirementgoals #wealthmanagement #financialadvisorhouston #turkeyday

news.yahoo.com

Champagne's the secret to a long life, says 108-year-old woman

Champagne's the secret to a long life, says 108-year-old woman. Call us for a complimentary consultation at 713-840-0534
#healthandwealth #longevity #retirementplanning #wealthmanagement #healthylifestyle #financialadvisor #financialgoals

news.yahoo.com That sounds like our kind of life mantra.

Thank You to THE LEADER. for this recognition: Best Financial Advisor: Lindsey James-West. We are very proud of our amazing team! At LKJ Financial we strive to educate our clients to stay informed, so they can make sound financial decisions and help them plan for their retirement.
Call us for a complimentary consultation 713-840-0534.
#financialplanning #wealthmanagement #retirementplanning #retirementgoals #TRS2020

We love our LKJ Financial team! Check out the gang and learn more about each of us at https://lkjfinancial.com/our-team to get to know us better. Call 713-840-0534 for a complimentary consultation.

townandcountrymag.com

12 Powerful Quotes from Ruth Bader Ginsburg

Powerful Quotes from Ruth Bader Ginsburg
The pioneering Supreme Court Justice has passed on, but her words remain to inspire us all. Women belong in all places decisions are being made …including your finances!

townandcountrymag.com The pioneering Supreme Court Justice has passed on, but her words remain to inspire us all.

kelsey-seybold.com

10 Easy Ways Women Can Improve their Health

10 Easy Ways Women can improve their health:
Did you know that a few basic habits can make a huge difference in your health? At Woman’s Worth, a Division of LKJ Financial we focus not only on educating women about money matters, but about women’s unique physical and emotional needs. Call us at 713-840-0534 for a complimentary consultation and to learn more about the health-wealth connection. Visit our website for more information: lkjfinancial.com.

kelsey-seybold.com Did you know that a few basic habits can make a huge difference in your health? And they all take little or no effort. So, grab that ounce of prevention right now.

forbes.com

Five Steps Women Can Take To Self-Advocate

5 steps women can take to self-advocate:
As women, we are always happy to help others – here are 5 steps for how we can start helping ourselves!
Call us 713-840-0534 for a complimentary consultation

forbes.com As I work with women in a diverse range of industry sectors, a common theme emerges. We can label it as lack of confidence, a reticence to be bold, or a fear of taking risks.

investmentnews.com

Women whose spouses control the finances may be putting themselves, their families at risk - InvestmentNews

Women whose spouses control the finances may be putting themselves, their families at risk
Not having a seat at the table when it comes to your finances can pose a serious risk for both you and your family. As women, we often experience greater stress when it comes to money due to a lack of knowledge. Our Woman’s Worth program was born out of seeing this situation affect so many people. We are passionate about helping you get informed, get empowered and get in the driver’s seat when it comes to your money and your life. Contact us at 713.840.0534 for a complimentary, confidential consultation. Visit our website for more information: lkjfinancial.com.

investmentnews.com Danger! When it comes to steering the financial ship, women are hesitant to make waves

thinkadvisor.com

Women Less Optimistic Than Men About the Market: Nationwide | ThinkAdvisor

Women Less Optimistic Than Men About the Market: Nationwide
A survey conducted by the Harris Poll found that only 36% of women were optimistic about the U.S. stock market in 2019, compared with 50% of men, and a similar gap surfaced concerning the U.S. economy. Yet, only 56% of women said they had a strategy in place to protect their assets against market risk, compared with 71% of men. Does this sound like you – anxious about the market but without a plan in place to deal with volatility? If so, developing a financial plan with strategies to address income planning, healthcare, market risk and taxes is an incredibly empowering way to get in the driver’s seat and take action to counteract market anxiety. Give us a call at 713.840.0534 to learn more. Visit our website for more information: lkjfinancial.com.

thinkadvisor.com Yet they're still less financially prepared, even when they have an advisor, according to a survey.

fa-mag.com

529 Plans A Well-Kept Secret, Survey Says

529 Plans A Well-Kept Secret, Survey Says
Are you financially prepared to send a child to college? A study by Nebraska’s NEST 529 college savings plan found that 57% of American’s are unfamiliar with 529 college savings plan. Is a 529 plan something you have considered? Or are you going with an alternative strategy to save for kids’ college? Call 713-840-0534 or visit LKJ Financial for a complimentary consultation.

fa-mag.com About 57 percent of Americans don't know much at all about 529 plans, the survey said.

news.yahoo.com

Champagne's the secret to a long life, says 108-year-old woman

Champagne's the secret to a long life, says 108-year-old woman
We are certainly a force to be reckoned with, but the first step towards getting in the driver’s seat and taking charge of your financial future is getting organized and creating a plan. Give us a call at 713.840.0534 to get started!

news.yahoo.com That sounds like our kind of life mantra.

thinkadvisor.com

Women Less Optimistic Than Men About the Market: Nationwide | ThinkAdvisor

Women Less Optimistic Than Men About the Market: Nationwide
A recent survey conducted by the Harris Poll found that only 36% of women were optimistic about the U.S. stock market this year, compared with 50% of men, and a similar gap surfaced concerning the U.S. economy. Yet, only 56% of women said they had a strategy in place to protect their assets against market risk, compared with 71% of men. Does this sound like you – anxious about the market but without a plan in place to deal with volatility? If so, developing a financial plan with strategies to address income planning, healthcare, market risk and taxes is an incredibly empowering way to get in the driver’s seat and take action to counteract market anxiety. Give us a call at 713.840.0534 to learn more.
https://www.thinkadvisor.com/2019/07/22/women-less-optimistic-than-men-about-the-market-nationwide/?slreturn=20190624143416

thinkadvisor.com Yet they're still less financially prepared, even when they have an advisor, according to a survey.

forbes.com

Coronavirus Likely To Widen Gender Gap in Retirement

Coronavirus likely to widen gender gap in retirement:
Despite progress in recent decades, women around the world continue to be at greater risk of not achieving a financially secure retirement when compared with men due to both biological (we live longer) and financial (statistically, we earn less than our male counterparts) reasons. This article describes some of the reasons COVID may widen that gender gap in retirement. Developing a financial plan that incorporates both your wealth and your health is a critical first step in overcoming these challenges and getting on track. Give us a call at 713.840.0534 or email us at [email protected] for more information.

Opinions expressed in this article are being provided for information purposes only and are not intended to provide specific investment advice or recommendations. PSEC and LKJ Financial are not affiliated with and do not endorse, authorize or sponsor any of the listed website(s) or their respective sponsors. PSEC and LKJ Financial are not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. We do not independently verify this information, nor do we guarantee its accuracy or completeness.

forbes.com Prompted by the coronavirus pandemic, many have recently been forced to re-examine their financial situations. Despite progress in recent decades, women around the world continue to be at greater risk of not achieving a financially secure retirement when compared with men. Here is why.

kelsey-seybold.com

10 Easy Ways Women Can Improve their Health

10 Easy Ways Women can improve their health:
Did you know that a few basic habits can make a huge difference in your health? At Woman's Worth Houston, a Division of LKJ Financial we focus not only on educating women about money matters, but about women’s unique physical and emotional needs. Call us at 713-840-0534 for a complimentary consultation and to learn more about the health-wealth connection.

https://www.kelsey-seybold.com/health-information/10-easy-ways-women-can-improve-their-health

kelsey-seybold.com Did you know that a few basic habits can make a huge difference in your health? And they all take little or no effort. So, grab that ounce of prevention right now.

Today is the birthday of our beautiful nation, and may it bring hope to all! By uniting we stand, by dividing we fall. Let us never forget that along with freedom, also comes responsibility. May we think of freedom, not as the right to do as we please, but as the opportunity to what is right. Let’s not take our freedom for granted. From all of us at LKJ Financial, Have a very happy Fourth of July!

nytimes.com

Money Is Not Just for Men

Money Is Not Just for Men
We love this article, “Money is Not Just for Men” which addresses disparities between women and men in terms of the wage gap, the debt gap, the unpaid labor gap, the “pink tax”, funding gaps for female entrepreneurs and, finally, the fact that women keep 71% of their money in cash, often retiring with only two-thirds of the money men do – even though they statistically live five years longer. Want to talk about how to address some of these issues in your own life? Give us a call at 713.840.0534 or visit us at LKJ Financial to schedule a complimentary consultation.

nytimes.com Sallie Krawcheck — once a Wall Street executive, now an advocate for women investing — on how women can get their fair share.

News From the Office: We are happy to announce that Shaun Martinez has joined the LKJ Financial team as a Client Service Specialist! Prior to joining the LKJ team, Shaun worked in the insurance industry. She handles client inquiries and manages many administrative and operational aspects of client accounts and transactions to make sure that our clients have the best experience possible. Shaun’s friendly attitude and contagious positive energy guides her in all of her interactions. Shaun is a native Houstonian and has lived in Channelview, TX since April 2017 with her husband and her four young children. Welcome Shaun!

glamour.com

How to Be Happy? A Nearly 90-Year-Old Has Some Advice

How to Be Happy? A Nearly 90-Year-Old Has Some Advice
Author of the iconic children’s book “Alexander and the Terrible, Horrible, No Good, Very Bad Day” has never loved life more than she does now, at almost 90. Seeking gratitude and satisfaction in the season of life she is in plays a large part in her outlook. Great advice for all of us as we move through the different seasons of our lives. Call 713-840-0534 or visit us at LKJ Financial for a complimentary consultation.

glamour.com "If all else fails, though, my final piece of advice is the simplest of all: Laugh."

“Don't save something for a special occasion. Every day of your life is a special occasion.” -Thomas S. Monson
Sometimes we need a little reminder to not take things for granted and appreciate what is in our life right now. At LKJ Financial, we pride ourselves in not only educating about money matters, but also about our unique physical and emotional needs. Get a better understanding of the factors that can impact your financial and well-being. Call us for a complimentary consultation 713-840-0534

forbes.com

Power Of The Pack: Women Who Support Women Are More Successful

Power Of The Pack: Women Who Support Women Are More Successful
Great tips for building a “Girl’s Club” with other women to support each other and benefit from a collaborative –instead of competitive– approach. Study after study shows women who support women are more successful in business. At LKJ Financial we believe in the power of women, and in empowering women to take charge of their financial and life planning. Give us a call at 713.840.0534 to learn more!

forbes.com We need to reverse the stereotype that women don’t support other women. There is research that shows women in particular benefit from collaboration over competition. Here is advice from women leaders on how to find and cultivate a close network of female professionals.

Happy Mother’s Day! Studies show that the more you hang out with your mom, the longer she’ll live
Spending time with parents and grandparents is shown to extend longevity, and also the QUALITY of your longevity. Give your parents a call today or call your kids and make time to be together with them and their families! Also visit us LKJ Financial. Give us a call for a complimentary consultati

To honor Nurse’s week May 6 – 12, we remember nursing founder Florence Nightingale’s birthday: May 12, "The Lady with the Lamp" making rounds of wounded soldiers at night. Thank you for all that you do – we appreciate your work, dedication and sacrifice now more than ever. Tag your favorite nurse!

lkjfinancial.com

Home

Happy Teacher Appreciation Week! LKJ Financial appreciates the efforts of all of our educators and the inspiring work they do every day.

“The dream begins, most of the time, with a teacher who believes in you, who tugs and pushes and leads you on to the next plateau, sometimes poking you with a sharp stick called truth.” (Dan Rather).
Contact us for a complimentary consultation 713-840-0534 or www.lkjfinancial.com
#ThankaTeacher

lkjfinancial.com Financial Independence Starts with Becoming Informed and Having a Plan "One area where our firm really provides value is teaching people the right questions to ask and how to get all of the relevant facts on the table before making major

Here’s what you get when you work with the LKJ Financial team at their Woman's Worth Houston, a Division of LKJ Financial® program and experience what integrated lifestyle planning is all about.
You’ll get what we call our “moment of truth” report; a report that tells you what your retirement lifestyle is going to cost you; this is important to assess whether your money will last as long as you do.
You’ll get a lost income report. For those of you who are married, have partners, significant others or share your retirement expenses with someone else contributing income, we’re going to tell you, with facts, the impact to you of lost income.
You’ll get a long-term care cost report. What may happen if you, your spouse/partner or significant other needed long-term care, and you spend down your retirement savings to keep up with the costs of skilled nursing care.
We’ll take your statements and have our financial team put them to the stress test; we want to uncover any potential hidden fees and the overall amount you spend in various fees for the assets you hold.
We’ll look at your tax return so we can help ensure your retirement plan is tax efficient not only today, but also when you begin using funds from your deferred tax retirement accounts because we believe money not paid in unnecessary taxes is as rich and green as money you can grow in the market.
We will work with a qualified estate planning attorney who will review your legal documents and work with him to create a tax-efficient estate plan.
AND we will analyze any insurance contracts you hold to make sure they align with your financial goals.
Call us at 713-840-0534

We don’t have to tell you that men and women are different, but nowhere are the differences more clear than in the areas of money and finance. That’s why our Woman's Worth® program is here! We focus on working with women. We understand the emotional and even the physical health issues that women face when dealing with finances, and we can help. Learn more about our 4-step approach, and start with a no-cost, no-obligation consultation. Call us at 713-840-0534.

Women’s History Month is a celebration of women’s contributions to society and history. This year’s theme is: "Visionary Women”, so we would like to honor and acknowledge a woman who has inspired us, and continues to do so today: Lynne’s mom (Lindsey’s grandmother!), Elva Staud.

Elva was a unique woman – born in 1904, she did not marry until she was in her 30’s, and although stayed home to raise her three girls, she also became a very skilled and successful stock trader until she died at the age of 86. Very unusual for a woman of her time!

However, one of her greatest success stories was when her sister-in-law, Ruth, became a widow and was both bereaved and frightened about her financial future, Elva took her under her wing and taught her everything about investing, budgeting and how to manage her money. With Elva’s help, Ruth learned how to plan for the future and led a successful and independent life well into her 90’s.

Often we hear the expression “knowledge is power”, but it is really the application of knowledge that is powerful. Ladies, we are SO powerful – it just takes a little knowledge. Become informed, get in the driver’s seat and dream big!

Much love,
Lindsey & Lynne

DISCLOSURE:

PlanMember Securities Corporation, LKJ Financial and Woman’s Worth are independently owned and operated companies and PlanMember Securities Corporation is not responsible or liable for any products or services offered by Woman’s Worth and is not affiliated or registered with PlanMember Securities Corporation. Any information provided by Woman’s Worth is provided entirely independently of PlanMember Securities Corporation and is not related or endorsed by PlanMember Securities Corporation or it's registered representatives.

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. LKJ Financial and PlanMember Securities Corporation are independently owned and operated companies. PlanMember is not responsible or liable for ancillary products or services offered by LKJ Financial or this representative. Lynne James: TX Insurance License # 722438 Lindsey James-West: TX Insurance License # 1561746

Want your business to be the top-listed Finance Company in Houston?

Click here to claim your Sponsored Listing.

Videos (show all)

Location

Telephone

Address


550 Post Oak Boulevard, Suite 350
Houston, TX
77027

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Other Financial Planning in Houston (show all)
Pre-Emptive Financial Services Pre-Emptive Financial Services
3838 N. Sam Houston Pkwy E. Suite 150
Houston, 77032

Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Insurance offered through Pre-Emptive Financial Services, which is not affiliated with SagePoint Financial, Inc.

Future Financial Education Future Financial Education
2500 E TC Jester, Ste 345
Houston, 77008

Wright & Associates - Bookkeeping and Tax Prep Wright & Associates - Bookkeeping and Tax Prep
20333 State Hwy 249, Ste 200 #2044
Houston, 77070

Small Business Tax Preparation & Bookkeeping Payroll, Sales Tax, A/R, and A/P Insured and Certified in QBO and Xero

Rose Hong , GRI, ABR, CNE Champion Real Estate Group Rose Hong , GRI, ABR, CNE Champion Real Estate Group
6117 Richmond Ave, Ste 120
Houston, 77057

Property management/investment and tax accounting services with 24 years of experience. Proud Houstonian since 1978.

Safe Money With Scott Mann Safe Money With Scott Mann
1717 Saint James Pl Ste 365
Houston, 77056

Take Control of your financial future! Change the way you think about “Investing”.Scott Mann has been helping clients, across the country for 20+ years...

RMJ Tax Consultant RMJ Tax Consultant
9800 Richmond Ave Suite 340
Houston, 77042

For years, RMJ Tax Consultants has been providing quality, personalized tax services to local individuals and businesses. We offer free consultations and free estimates.

The AFP Group, LLC The AFP Group, LLC
602 Sawyer St.
Houston, 77007

The AFP Group, LLC is a financial services firm dedicated to helping clients reach and hopefully exceed their retirement goals.

Sterling Portfolio Managers LLC Sterling Portfolio Managers LLC
12777 Jones Rd, Ste 385
Houston, 77070

Sterling Portfolio Managers LLC offers financial solutions for retirement, insurance, estate, and investment planning.

Amijag Investment Fund, LP Amijag Investment Fund, LP
5433 Westheimer Rd, Ste 615
Houston, 77056

Amijag Investment Fund, LP we believe A "good company" does not always translate into a "good stock" rating if current stock is fully priced.

John MacDonald CPA PLLC John MacDonald CPA PLLC
950 Echo Ln, Suite 200
Houston, 77024

CPA, financial planning, investment advice and management, and insurance services

Top Choice Lending - NMLS #1840152 Top Choice Lending - NMLS #1840152
11224 Southwest Fwy #100
Houston, 77031

Mortgage Brokerage | NMLS#1840152| Equal Housing Lender|(832)525-0186| [email protected]| Licensed in Florida & Texas

Oge Omorojie - Financial Coach Oge Omorojie - Financial Coach
13831 NORTHWEST FWY STE 215
Houston, 77040

Helping Families Achieve Their Financial Goals and Dreams

About   Contact   Privacy   FAQ   Login C