Retirement planning is crucial for everyone, especially healthcare professionals who often work longer and start saving later. Begin by envisioning your ideal retirement, then determine how much to save—aim for 10-15% of your income. Use various accounts like 401(k), 403(b), Traditional IRA, and Roth IRA to maximize your savings. Remember, LifeBridge Financial Group advisors are here to help you navigate your retirement planning. Schedule a consultation today! https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #RetirementPlanning #InvestmentStrategies #FinancialStability
LifeBridge Financial Group
Financial Services
Houston, Texas 40 followers
Connecting where you are today with where you want to be tomorrow.
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. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS LifeBridge Financial Group™ is an affiliate of Kestra IS and Kestra AS. More information on FINRA can be found at www.finra.org More information on SIPC can be found at www.sipc.org This profile is published for residents of the United States only. Registered 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. For additional information, please contact the Kestra IS Compliance Department at 737-443-2582.
- Website
-
http://www.lifebridgefg.com
External link for LifeBridge Financial Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Houston, Texas
- Type
- Privately Held
Locations
-
Primary
Get directions
2211 Norfolk St
Houston, Texas 77098, US
Employees at LifeBridge Financial Group
-
Selena Krampota
Lead Financial Advisor at LifeBridge Financial Group™ Investment Advisor Representative of Kestra Advisory Services, LLC.
-
Michael Rudelson
Managing Director of LifeBridge Financial Group with 40 years of experience helping UT physicians with their ORP plans.
-
Grayson Palmer, CFP®
Lead Advisor at LifeBridge Financial Group
-
Lynne Hawkins
Licensed Account Executive at LifeBridge Financial Group
Updates
-
From developing smart spending habits to consulting with professionals, find out what differentiates successful clients from the rest. #FinancialSuccess #SavingsTips #LifeBridgeFinancialGroup
-
Portfolio rebalancing is the process of realigning the weightings of a portfolio's assets to maintain the original or desired level of asset allocation and risk profile. It is important because, over time, different investments will yield varying returns, potentially altering the intended risk balance. Regular rebalancing helps manage risk by ensuring the portfolio remains aligned with the investor's goals and risk tolerance. Learn how it can help manage your investment risk with LifeBridge Financial Group. Dive in now! 📈🛡️ https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #RetirementPlanning #InvestmentStrategies #FinancialStability
-
-
Medical debt is becoming less common on credit reports, providing relief for many individuals struggling with financial burdens. https://lnkd.in/eN_gX_w7 #LifeBridgeFG
-
Investing in your future? Staying engaged with your investments and regular financial check-ins are equally important. Whether you're new to investing or experienced, these tips can help you stay on track with your retirement goals. Find peace of mind and stay connected with your LifeBridge Advisor. https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #InvestSmart #RetirementGoals
-
Wishing everyone a joyful and safe Independence Day celebration from LifeBridge Financial Group! Enjoy the fireworks and festivities! https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #Happy4thofJuly
-
-
Discover Bank offers a high-yield savings account with an APY of 0.40% and no monthly fees, making it a top choice for savers looking to maximize their returns. https://lnkd.in/e2SM6TT5 #LifeBridgeFG
Best High-Yield Savings Accounts
kiplinger.com
-
Planning for retirement should start early! 🌟 Being intentional about your future can make all the difference. Don't wait until it's too late! https://lnkd.in/gw97Z4fX #RetirementPlanning #FinancialAdvice #LifeBridgeFG
-
Navigating the path to a secure retirement involves adapting to evolving definitions of risk. Explore how changing risk categories, shifting mindsets, and new strategies can shape a retirement portfolio to ensure stability and growth. https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #RetirementPlanning #InvestmentStrategies #FinancialStability
-
-
One month in and one month to go! We're having fun showing Nicholas Harris the day to day life at LifeBridge Financial Group through his Bluespring Wealth Partners internship. #nextgenfinance #financialeducation
Managing Director of LifeBridge Financial Group with 40 years of experience helping UT physicians with their ORP plans.
Love teaching our Summer intern Nicholas Harris ⭐️
-