Resources

Click below for user instructions or to log in to any accounts with PlanMember, Fidelity, or if you have access to LKJ Financial’s Wealth Portal. For help with any additional accounts or insurance policies, please feel free to contact us at 713.840.0534 for assistance.

Sign In
User Guide
Sign In
User Guide
Sign In
User Guide
Sign In
User Guide

The above/below  link(s) are provided for your information only. PSEC and LKJ Financial do not endorse, nor accept any responsibility for the content, products and/or services provided at non-PSEC or LKJ Financial sites. Some information contained on these site(s) are provided by third parties. We do not independently verify this information, nor do we guarantee its accuracy or completeness.

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.

Join our email list to receive updates from LKJ Financial.

DISCLAIMER:

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).