LKJ Financial – Comprehensive Wealth Management

Financial Independence Starts with Becoming Informed and Having a Plan

“We help good people make great decisions so they can enjoy amazing lives“

~ Lindsey James-West, Managing Partner.

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AT LKJ FINANCIAL

Our mission is to bring experience, care and knowledge to your financial life so you are free to focus on what’s most important to you. Our goal is to provide education and assistance in a relaxed, no-pressure environment.

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Develop an Income Plan That Allows You to Thrive – Not Just Survive – In Retirement
Learn about LKJ Financial’s Inspiring Women division
Take Control of Your Finances and Your Future.
Live Better, Plan Smarter. Don’t Let Long Term Illness or Death Devastate Your Family or Your Financial Future.
Build A Personalized Plan For Security and Independence in Retirement.

What’s Your Risk Number

Setting portfolio return expectations using risk – rather than just average return – can lead to you feeling more informed and happier about your investments. Find out what your Risk Number is with this brief tool, which uses a scientific framework that won the Nobel Prize for Economics.

Free Portfolio Risk Analysis

FINRA Broker Check

Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member of FINRA/SIPC. 6187 Carpinteria Ave., Carpinteria, CA 93013, (800) 874-6910. LKJ Financial, LLC and Plan Member Securities Corporation are independently owned and operated. Lindsey James-West (TX Insurance License #1561746) or Adam Goldman (TX Insurance License #2404721).

Financial Independence Starts with Becoming Informed and Having a Plan

“We help good people make great decisions so they can enjoy amazing lives“

~ Lindsey James-West, Managing Partner.

Personal Financial Planning

Institutional-level Asset Management

Client Service and Fiduciary Advice

AT LKJ FINANCIAL

Our mission is to bring experience, care and knowledge to your financial life so you are free to focus on what’s most important to you. Our goal is to provide education and assistance in a relaxed, no-pressure environment.

What’s Your Risk Number

Setting portfolio return expectations using risk – rather than just average return – can lead to you feeling more informed and happier about your investments. Find out what your Risk Number is with this brief tool, which uses a scientific framework that won the Nobel Prize for Economics.

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