Events

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Your Taxes & Retirement Class

HCC Spring Branch 1010 W Sam Houston Pkwy N, Houston

Taxes can easily be one of your biggest expenses in retirement. Learn how to find a balance of financial vehicles, savings and withdrawal strategies to potentially reduce taxes on your income and avoid tax penalties. LKJ Financials' 90 minute tax-focused retirement class focuses on the following topics: Learn how to maximize Social Security Income The [...]

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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    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).

    PRIVACY DISCLOSURE  |  TERMS OF USE  |  ORDER ROUTING  |  MARGIN ACCOUNT DISCLOSURE  |  COMPENSATION DISCLOSURE  |  FINRA  |  SIPC