LKJ Financial is a Houston based wealth management company offering advisory services and a range of investment and insurance-based solutions to help you meet your financial goals.
Operating as usual
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
We invite you to sign up for a no-obligation meeting to discuss creating your personal Retirement Lifestyle Protection Plan. This planning has no obligation and is totally customized to meet your needs. Learn much more -- today! -- Call us at 713-840-0534 for a complimentary consultation. Visit our website for more information: lkjfinancial.com
Happy Birthday to our awesome Leandra Guerrero! We loved treating her with delicious and festive cupcakes to celebrate her special day. We are grateful to have Leandra as part of our LKJ team. Here’s to many more birthday celebrations! We love to celebrate with Crave Cupcakes
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
Happy Bosses Day! Today we celebrate and recognize our mother & daughter dynamic duo: Lynne Karoll James & Lindsey James-West. We are thankful to be part of the LKJ Financial team and looking forward another great year.
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.
Stay healthy: There’s a strong tie between health and happiness. Anyone who’s experienced a prolonged injury or illness knows just how emotionally—and financially—devastating it can be. Eat right, exercise, and get enough sleep. The most important investment that you can make to ensure your financial future is to improve your health. Learn about the Health & Wealth connection! Call us at 713-840-0534 for a complimentary consultation. Visit our website for more information: lkjfinancial.com
Sign up with us for a no-obligation consultation to discuss creating your personal Retirement Lifestyle Protection Plan. Because, it’s not just about the money: It’s About Your Total Well Being. Call us at 713-840-0534 for a complimentary consultation that is customized to meet your needs. Visit our website for more information: lkjfinancial.com
Design your retirement journey through integrated life planning because it’s more than the money – it’s about your Total Well Being to and through retirement. This is what makes our Woman's Worth® program different. We believe you deserve financial, physical and emotional balance and want to help you pursue this balance by integrating your life plan with your retirement goals. So, let's get started with a no-cost, no-obligation consultation! Call us at 713-840-0534 for a complimentary consultation. Visit our website for more information: lkjfinancial.com
LKJ Financial is celebrating a special birthday! Happy Birthday to our awesome & inspiring fearless leader Lindsey James-West, your LKJ team wishes you a great rest of the year!. Cheers🥳🤩🍾!
We are very proud of our LKJ team and a big congratulations to our very own Leandra Guerrero–New Business Specialist, for becoming our official LKJ Financial in-house Notary! Our clients can now take advantage of this service.
The power of planning from one of the world's most successful investors: Warren Buffett. Visit our Woman's Worth Houston, a Division of LKJ Financial and Contact us for a complimentary consultation 713-840-0534
We know “stuff” happens in our retirement journey. And that's why when you work with us to put together your customized Retirement Lifestyle Protection Plan, we continuously measure our progress toward the plan, and when and if necessary, we modify the plan and get you back on track. Call us for a complimentary consultation 713-840-0534
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 us for a complimentary consultation 713-840-0534
fa-mag.com About 57 percent of Americans don't know much at all about 529 plans, the survey said.
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 for a complimentary consultation.
glamour.com "If all else fails, though, my final piece of advice is the simplest of all: Laugh."
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!
Is there anything keeping you from taking your next steps to create the life you want?
84-Year-Old Japanese Grandpa Lets Grandson Dress Him and Now He’s an Instagram Model! It’s never too late to try something new or to push your boundaries! Take action now! Call us at 713-840-0534 to schedule a complimentary consultation.
mymodernmet.com This grandpa is living proof that it’s never too late to become an Instagram model.
“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 at 713-840-0534 for a complimentary consultation.
The good news is that women today are living longer than ever. The bad news is that women today are living longer than ever. And that can have an important impact on how you handle your money and the quality of your life in retirement. At Woman’s Worth®, we understand the issues women face, whether you are single, married, divorced or widowed. Learn more Woman's Worth Houston, a Division of LKJ Financial or give us a call 713-840-0534
What types of legal documents do you need to keep you out of probate and keep more of the money in your estate and in the hands of your beneficiaries? We'll help you answer that question and more! Call us for a complimentary consultation 713-840-0534
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! Visit our Woman's Worth Houston, a Division of LKJ Financial
Give us a call for a complimentary consultation 713-840-0534
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!
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
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.
Contact us at 713-840-0534
Learn more about our Woman's Worth Houston, a Division of LKJ Financial Retirement Lifestyle Protection Plan for Women, by Women! There's no cost or obligation to get started with a consultation, and it's totally personalized for your life and needs. Contact us 713-840-0534 or visit www.lkjfinancial.com
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!
Lindsey & Lynne
Celebrate National Woman’s Day!
Did you know that right now women control nearly 60% of the wealth in the US, control 80% of consumer spending and that almost half – 44% of women are the primary breadwinners in their households? 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 713.840.7456 to get started! Woman's Worth Houston, a Division of LKJ Financial
thequantum.com Things have changed greatly since the ’50s, when only one-third of women were in the workforce13. Now, for women, there’s good news and bad news. Overall, it appears that the growing disparity between the wealthy and the middle class in America is reflected in data relating to women: the wealthi...
We just wrapped up a lovely ladies lunch with a great panel of experts who shared important information about wellness and taking care of your health. Taking a holistic view towards a woman’s total well-being is something that we believe sets us apart at LKJ Financial and Woman’s Worth. Give us a call at 713.840.7456 for a complimentary consultation or to attend a complimentary dinner event to learn more about Woman’s Worth.
Hanging on to your health is crucial to holding on to your wealth, and that's why it's one of the most important things we talk about with our clients! Schedule your no-obligation consultation today, at LKJ Financial or call 713-840-0534
YOUR RETIREMENT & TAXES FREE CLASS
Enjoy a potentially tax-free retirement! Taxes can be one of the biggest expenses in retirement planning. You will examine the tax pluses & minuses of IRAs, Roth IRAs, 401K, pension plans and social security. Register 713-840-0534
Design your retirement journey through integrated life planning because it’s more than the money – it’s about your Total Well Being to and through retirement. This is what makes the Woman's Worth® program at LKJ Financial so different. We believe you deserve financial, physical and emotional balance and want to help you pursue this balance by integrating your life plan with your retirement goals. Call us for a complimentary consultation 713-840-0534
Our integrated approach addresses four areas of financial planning: lifestyle protection, health care, your estate and tax obligations. All of these things make up a life that is focused on total well-being. See why it's about more than just the money when you reach out to us at LKJ Financial call us for a complimentary consultation 713-840-0534
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