Broker Check
Our Process
Our History
Our Values
Our Resources

Building a Legacy Together | Morrison Financial Has Joined LifeBridge Financial Group

Read More

Connecting where you are today with where you want to be tomorrow.

Take the First Step.

Who We Serve

  • Physicians

    We know how dedicated you are to your patients’ care, and we take the same approach to your retirement and financial goals.

  • M.D. Anderson Cancer Center Staff

    We will educate and empower you to make the best financial decisions for you and your family.

  • Those Preparing for Retirement

    You have questions about when you can retire and what life will look like when that day comes. We will be your partner to get you there.

  • Retirees

    Helping you THRIVE in retirement!

About Us 

About Us 

We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client care by providing those preparing for retirement, retirees and their loved ones with attentive, educated investment advice. We specifically seek to help connect the present with the future for the hard-working and dedicated physicians and staff of U.T. M.D. Anderson Cancer Center in Houston.

Client Centered

Our expanded team serves clients from two Texas locations. With a team approach, advisors and staff strive to be thoughtful listeners, strategic thinkers, and creative problem solvers. Get to know the LifeBridge Financial group and let us put our collective experience to work for you.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn More
Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
Learn More
Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
Learn More
The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Learn More