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 o
f 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.
