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.
Understanding the SECURE Act 2.0
Does Your Portfolio Fit Your Retirement Lifestyle?
