LifeBridge Financial Group
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LIFEBRIDGE FINANCIAL GROUP™ was formed based on the value of providing clients with independent, objective financial advice to help connect life's many stages.
We strive to be thoughtful listeners, strategic thinkers and creative problem solvers. Our roots in assisting Houston's medical professionals with their employer-sponsored retirement plans, pension plans and benefit packages drew our attention to how overwhelmed individuals felt with the number of decisions they had to make about their money. These decisions along with the daily household chores of budgeting, managing debt and navigating insurance policies left many wondering, “What is right for me?” and “Where do I start?”
The answers to these questions depend on the what the client values. Regardless of the life stage, emphasizing what is most important to you, we help you pinpoint your financial objectives, prioritize investment goals and identify specific strategies so you are confident in the direction of your future. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (http://www.finra.org/)/SIPC (http://www.sipc.org/). Investment advisory services offered through KestraAdvisory Services, LLC (Kestra AS), an affiliate of Kestra IS. LifeBridge Financial Group is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Access Form CRS Disclosures here: https://bit.ly/KF-Disclosures
Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.
05/20/2026
Several key Social Security changes are coming in 2026—impacting both current retirees and future beneficiaries.
From a 2.8% COLA increase to a higher taxable earnings cap and the final shift to a full retirement age of 67, the system continues to evolve.
The bigger picture? Small annual adjustments can have a major long-term impact on retirement outcomes.
6 Changes to Social Security in 2026 Big changes come to Social Security every year, impacting everything from the size of your benefit check to your full retirement age.
05/18/2026
Many business owners assume their company is their retirement plan. That’s the first mistake.
From overreliance on a single illiquid asset to delayed tax planning and even identity loss after exit—entrepreneurs face a very different set of retirement risks. Building the business is one challenge. Successfully transitioning out of it is another!
4 Retirement Risks Business Owners Often Overlook Retirement can be hard for business owners who've tied up their net worth — and sense of purpose — in one company. Find out how to make your exit successful.
05/15/2026
The risk isn’t just running out of money. It’s never really using it.
Some retirees end up with more wealth at the end than the beginning because they were too cautious to spend!
The Retirement Spending Mistake Even Careful Savers Make (and How to Fix It) Playing it too safe could mean trips not taken, educations not funded, life not enjoyed. Don't abandon caution — just build contingency plans for your portfolio.
05/12/2026
Celebrating International Nurses Day by honoring the incredible global impact of nurses everywhere! 👩⚕️ 👨⚕️
05/11/2026
Too Scared to Dive Into Annuities? Here's One Way to Dip Your Toe In Along with CDs, fixed-rate annuities often pay more than money market funds and savings accounts. If you’re nervous about them, here’s one way to test the water.
05/10/2026
05/06/2026
Not all inheritances are a blessing.
From timeshares to family businesses and even crypto, some assets can create more stress than value for heirs.
The real lesson? A good legacy isn’t just about what you leave—it’s about how easy it is for others to manage it.
7 Things You Should Never Leave to Your Kids or Grandkids Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
05/04/2026
A retirement savings quiz can help you assess your financial readiness as you approach retirement age.
It typically covers essential topics like savings goals, investment strategies, and expected expenses.
Taking such quizzes can provide insights into areas of improvement to ensure a comfortable retirement 🏖️
Are Your Retirement Savings on Track at Ages 55 to 60? Take Our Quiz Find out if your retirement savings are on track with our quick quiz.
05/02/2026
Ready to take charge of your financial future? Discover tailored solutions for retirement savings, financial planning, and more with LifeBridge Financial Group. Contact us today!
05/01/2026
Dreaming of retirement: beach sunsets, mountain views, or serene park moments? 🌅🏔️🌳
Click here to claim your Sponsored Listing.
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Address
2323 S Shepherd Drive
Houston, TX
77019
Opening Hours
| Monday | 9am - 4pm |
| Tuesday | 9am - 4pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4pm |
| Friday | 9am - 4pm |
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