Today more than ever, financial planning is an essential part of preparing for and navigating retirement. From budgeting and managing your taxes and insurance to planning for income in order to maintain your lifestyle and/or check items off of your bucket list, financial planning means much more than just investing.
Bringing all the pieces of your financial life together can be challenging, but is extremely rewarding. Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it's important to have a unique plan that works for you and your financial situation - both today and in the future.
Bringing all the pieces of your financial life together can be challenging, but is extremely rewarding. Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it's important to have a unique plan that works for you and your financial situation - both today and in the future.
Services
We are a comprehensive wealth management firm, inspiring investors to become informed so they can make sound financial decisions that are in their best interest. The first stage of a relationship with LKJ Financial involves us taking the time to listen to and understand your story. Where have you been, where you would like to go from here, and what makes you financially comfortable.
The LKJ Financial team is a diverse group with varied backgrounds, skills and passions. Together with our trusted partners we strive to bring experience, care and knowledge to your financial life. Lindsey's number one focus is helping people achieve financial peace of mind. She has built a reputation as a personally-engaged problem solver who provides exceptional, hand-on guidance.
Setting portfolio return expectations using risk - rather than just average return - can lead to you feeling more informed and happier about your investments. Find out what your Risk Number is with this brief tool, which uses a scientific framework that won the Nobel Prize for Economics.
Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member of FINRA/SIPC.6187 Carpinteria Ave., Carpinteria, CA 93013, (800) 874-6910. LKJ Financial, LLC and Plan Member Securities Corporation are independently owned and operated.
Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member of FINRA/SIPC.6187 Carpinteria Ave., Carpinteria, CA 93013, (800) 874-6910. LKJ Financial, LLC and Plan Member Securities Corporation are independently owned and operated.
Reviews (1)
Tam M.
Jul 08, 2017
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They moved! And I must say to a nicer location! Not that the Wesalayan location was subpar, bit for one, the former location only had parking spaces, but this Post Oak office has a covered garage parking. Great when youre visiting the summer.
At the former location, I understood why they had one check in at the first floor with security before going to the suite of choice, but I was glad I didnt have to pull my license out to visit the Post Oak location. Im SURE they have plenty of hidden security and cameras anyway!
The office location is also quite convenient as well with it being a block
At the former location, I understood why they had one check in at the first floor with security before going to the suite of choice, but I was glad I didnt have to pull my license out to visit the Post Oak location. Im SURE they have plenty of hidden security and cameras anyway!
The office location is also quite convenient as well with it being a block
