LKJ Financial

LKJ Financial LKJ Financial, LLC and PlanMember Securities Corporation are independently owned and operated.

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. Disclosure: Representative 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 Ca

rpinteria Ave, Carpinteria, CA 93013 • (800) 874-6910. Lindsey James-West (TX Insurance License # 1561746) or Adam Godman TX Insurance License # 2404721).

Today we are saying goodbye to our Spring Intern, Joseph! We’ve truly enjoyed having him as part of the LKJ Financial te...
05/29/2026

Today we are saying goodbye to our Spring Intern, Joseph! We’ve truly enjoyed having him as part of the LKJ Financial team these past few months. His passion for learning, positive attitude, and willingness to jump in and grow have made such an impact on our office.

Joseph will forever hold the title of our “Most Texan / Flying Tortilla” champion 🤠🌮 and we know this is only the beginning for him. We’re so proud of you, Joseph, and can’t wait to see all you accomplish in the future. Wishing you the very best in this next chapter!

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our count...
05/25/2026

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Wishing you and your loved ones a meaningful and safe holiday weekend from all of us at LKJ.

Many successful people spend decades focused on building wealth.What often gets overlooked is that preserving wealth in ...
05/21/2026

Many successful people spend decades focused on building wealth.

What often gets overlooked is that preserving wealth in retirement requires a very different strategy.

The conversations begin to shift:
• How do we create reliable income?
• How can we become more tax-efficient?
• What happens if markets decline early in retirement?
• How do we simplify things for a surviving spouse or the next generation?
• Are all pieces of the financial picture working together?
Retirement planning is not only about investments.

It’s about coordinating cash flow, taxes, healthcare considerations, risk management, and long-term family goals in a way that supports peace of mind through every stage of life.

As we celebrate International Day of Families, we’re reflecting on the incredible volunteer day we shared back in April ...
05/15/2026

As we celebrate International Day of Families, we’re reflecting on the incredible volunteer day we shared back in April supporting Houston families through Kids’ Meals Houston. 💖

Together, the LKJ Financial team and volunteers prepared 4,000 sandwiches and 3,400 snack bags for preschool-aged children across Houston. We’re still overwhelmed with gratitude for everyone who showed up to serve, support, and make a difference, one sandwich at a time.

We continue to be inspired by Kids’ Meals’ mission to help end childhood hunger and support local families in our community. Thank you again to their amazing team for their partnership and leadership. ✨

📅 Next volunteer day: July 24. Keep an eye on your inbox for details! We can’t wait to do it again! 🤩

Happy Mother’s Day to all the incredible moms, grandmas, mother figures, and pet moms who make life a little softer, str...
05/10/2026

Happy Mother’s Day to all the incredible moms, grandmas, mother figures, and pet moms who make life a little softer, stronger, and more beautiful every day. 💕🐾

Today, we’re celebrating the amazing mothers behind our team, the moms on our team, and all the women who have loved, supported, and shaped us into who we are today. Thank you for the love, strength, patience, and care you give so freely each and every day.

We’re so grateful for all the mothers who inspire us daily. Wishing you a day filled with love and appreciation. 🌷

Today is National Financial Awareness Day, a reminder to pause and take a closer look at your financial picture.Are your...
05/07/2026

Today is National Financial Awareness Day, a reminder to pause and take a closer look at your financial picture.

Are your current strategies still aligned with your goals for 2026?
What is working well and what could use a refresh.

Financial clarity does not happen by accident. It starts with awareness.

If it has been a while since you have reviewed your plan, consider this your sign ✔️

🎉 Celebrating Cinco de Mayo, LKJ style!Our team took a break to enjoy lunch together and some lighthearted games, becaus...
05/05/2026

🎉 Celebrating Cinco de Mayo, LKJ style!

Our team took a break to enjoy lunch together and some lighthearted games, because building strong relationships is just as important as the work we do every day.

In our world, we’re always focused on strong returns, and today’s return meant investing in team culture, connection, and a little fun.

Wishing everyone a Happy Cinco de Mayo! 🌮✨

If you’ve missed our popular Taxes & Retirement workshops, here’s your chance to attend! We’re hosting two upcoming sess...
04/30/2026

If you’ve missed our popular Taxes & Retirement workshops, here’s your chance to attend! We’re hosting two upcoming sessions at Houston City College West Loop Campus.

This complimentary 60-minute, in-person workshop covers how taxes can impact your retirement and what you can do now to help minimize that burden later. You’ll learn:
• How to better understand key tax “buckets”
• Tax-smart withdrawal strategies and Roth conversions
• Tips to help avoid a potential “tax time bomb” in retirement

Note to our clients: This is the same workshop we’ve hosted in the past, so I’ve you’ve already attended, please feel free to attend again or pass the invitation along to a friend or colleague who may benefit from the content.

Choose one session: Thursday, May 7 or Tuesday, May 12.
Time: 6:30 to 8:00 PM

Register here:
RSVP Now online: https://seminar.rsvpyes.com/503910
Email: [email protected] or call the LKJ office:713.840.0534

Location: HCC West Loop Campus
5601 W Loop S
Room: C108A
Houston, TX. 77081

We look forward to seeing you there!

The Team at LKJ Financial
LKJ Financial
(713) 840-0534
www.lkjfinancial.com

📸 Our Retirement Workshop was a great opportunity to help those who joined us bring clarity to the decisions that matter...
04/17/2026

📸 Our Retirement Workshop was a great opportunity to help those who joined us bring clarity to the decisions that matter most for their future. From income planning and Social Security timing to taxes, healthcare, investments, and estate considerations, we covered the essentials of building a well-rounded retirement plan.

Have questions or want to learn more? We’re here to help. Contact us anytime!

Tax Day has arrived 🗂️While filing is important, it’s just one piece of a well-rounded financial plan. Strategic tax pla...
04/15/2026

Tax Day has arrived 🗂️

While filing is important, it’s just one piece of a well-rounded financial plan. Strategic tax planning throughout the year can make a meaningful difference over time.

If you’d like to explore ways to be more intentional with your strategy, we’d love to connect!

Address

550 Post Oak Boulevard Suite 350
Houston, TX
77027

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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