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).

We recently said goodbye to our Summer Intern, Fatima! Fatima has been such a wonderful addition to the LKJ Financial fa...
08/25/2026

We recently said goodbye to our Summer Intern, Fatima! Fatima has been such a wonderful addition to the LKJ Financial family this summer. Her eagerness to learn, willingness to help, and sweet personality have made such a positive impact on our office. We’ve truly loved having her as part of our team and are going to miss her so much! We’re excited to see all that’s ahead for her! 🌸

☀️ Summer Bingo Challenge Wrap-Up! ☀️ What a fun summer it’s been! From getting outside and exploring new places to maki...
08/12/2026

☀️ Summer Bingo Challenge Wrap-Up! ☀️

What a fun summer it’s been! From getting outside and exploring new places to making time for wellness, family, and the moments that matter most, we loved bringing a little extra fun to the season.
And now… it’s time to celebrate! 🎉

Congratulations to our Summer Bingo winner, Bertha Guerrero! 🥳 We hope your prize brings a little more adventure, relaxation, and plenty of great memories.

Thank you for being part of our LKJ community and for helping us make this summer one to remember! 💙

Here’s to making the most of every season and enjoying the amazing life you’ve worked so hard to build.

LKJ Financial is hosting our in-person Taxes and Retirement workshop at Houston Community College in Stafford, and we wo...
08/05/2026

LKJ Financial is hosting our in-person Taxes and Retirement workshop at Houston Community College in Stafford, and we would love for you or someone you know to join us.

If you have attended before, the content will be the same. Feel free to join us again or share with someone who may benefit.

This 60-minute educational workshop walks through how taxes can impact your retirement and what you can do now to help reduce future tax burdens.

During the class, we will cover:
• How different tax buckets work
• Tax efficient withdrawal strategies and Roth conversions
• How taxes may affect your Social Security benefits
• Ways to help avoid a potential tax time bomb in retirement

Choose one session: Thursday, August 13 or Tuesday, August 18.
Time: 6:30 to 8:00 PM

Register here:
RSVP Now online: https://seminar.rsvpyes.com/509219
Email: [email protected] or call the LKJ office:713.840.0534

Location: HCC Stafford Campus
10041 Cash Rd
Stafford, TX, 77477

We look forward to seeing you there!

08/03/2026

What savvy individuals are watching now

🎂 Happy Birthday, Jake! 🎉We’re so grateful to have you as part of the LKJ team. Your hard work, dedication, and attentio...
07/26/2026

🎂 Happy Birthday, Jake! 🎉

We’re so grateful to have you as part of the LKJ team. Your hard work, dedication, and attention to detail have made such a positive impact, and we appreciate everything you do!

Wishing you a birthday filled with great memories, good company, and maybe a little time on the golf course. ⛳

Happy Birthday from all of us at LKJ Financial!

At LKJ Financial, we're always looking for ways to improve behind the scenes so we can provide an even better experience...
07/23/2026

At LKJ Financial, we're always looking for ways to improve behind the scenes so we can provide an even better experience for our clients.

Kristina and Amelia recently spent time learning new ways to better measure what's working, improve our processes, and make more informed business decisions. While much of that work happens behind the scenes, it helps us operate more efficiently, communicate more effectively, and continue delivering the level of service our clients expect.

And of course, we made time to enjoy Colorado's beautiful scenery with a hike to Horsetooth Falls!

07/22/2026

🚨 The most effective cybersecurity tip isn't software. It's a habit.

Slow down.
Almost every successful scam relies on creating urgency or emotion. Whether it's a text saying your account has been compromised, an email asking you to verify your password, or a phone call claiming a loved one needs money immediately, the goal is always the same: get you to act before you think.

Before you click, reply, or send money:
✔️ Pause.
✔️ Verify the request using a phone number or website you know is legitimate.
✔️ Never share passwords or one-time verification codes.
✔️ Use a unique password for every account and enable multi-factor authentication.
✔️ Consider creating a family code word to protect against AI voice-cloning scams.

At LKJ Financial, protecting our clients goes beyond managing investments. Cybersecurity has become an important part of protecting your financial life, which is why we recently hosted a client webinar on today's cyber threats and practical ways to reduce risk.

Sometimes the best protection isn't technology. It's taking an extra 60 seconds before you act.

Please join us in welcoming Laina to the LKJ Financial team!Laina joins our Client Service Team with five years of exper...
07/21/2026

Please join us in welcoming Laina to the LKJ Financial team!

Laina joins our Client Service Team with five years of experience in the wealth management industry working as a client service representative. She is passionate about providing outstanding client service and helping create a smooth, positive experience for everyone who works with our team.

Outside of work, Laina enjoys cooking, traveling, and spending time with family and friends. When she's not with her fur baby, Pepper, you can often find her exploring Houston's vibrant food scene.

We're excited to have Laina on our team and look forward to the care, professionalism, and dedication she'll bring. Welcome to LKJ Financial, Laina! 🎉

Today, we’re celebrating a special milestone as Dani and Kristina reach their 4-year anniversaries with LKJ Financial!Ov...
07/13/2026

Today, we’re celebrating a special milestone as Dani and Kristina reach their 4-year anniversaries with LKJ Financial!

Over the past four years, their dedication, teamwork, and commitment to excellence have made a meaningful impact on our team and the clients we serve. We’re incredibly grateful for everything they contribute each day and the positive difference they make within our firm.

Please join us in congratulating Dani and Kristina on four wonderful years at LKJ Financial. We’re excited to celebrate this milestone and many more years ahead!

07/09/2026

A new savings option for children is generating a lot of questions, and understandably so.

The new Trump Account is a tax-advantaged investment account designed to help eligible children begin investing early, with the potential to benefit from decades of compound growth. While the $1,000 government contribution has received much of the attention, we believe the bigger conversation is about the long-term planning opportunities these accounts may create for families.

Like any financial strategy, these accounts are not a one-size-fits-all solution. They may complement other savings vehicles, such as 529 plans or Roth IRAs, depending on your family's goals and circumstances.

If you're wondering whether a Trump Account makes sense for your children or grandchildren, we're happy to help you understand how it could fit into your overall financial plan.

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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