Financial Independence Starts with Becoming Informed and Having a Plan

Our mission is to bring experience, care and knowledge to your financial life so you are free to focus on what’s most important you

~ Lindsey James-West, Managing Partner.

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Personal Financial Planning


Institutional-level Asset Management


Client Service and Fiduciary Advice



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

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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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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. PlanMember is not responsible or liable for ancillary products or services offered by LKJ Financial, LLC, Lynne James (TX Insurance License #722438), Lindsey James-West (TX Insurance License #1561746), Albert Glover (TX Insurance License. #654986) or Adam Goldman (TX Insurance License #2404721).