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 * HOME
 * ABOUT
 * OUR TEAM
 * SERVICES
 * INSPIRING WOMEN
 * EVENTS
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 * Free Consultation


 * HOME
 * ABOUT
 * OUR TEAM
 * SERVICES
 * INSPIRING WOMEN
 * EVENTS
 * NEWSLETTER
 * CLIENT LOGIN
 * Free Consultation

 * HOME
 * ABOUT
 * OUR TEAM
 * SERVICES
 * INSPIRING WOMEN
 * EVENTS
 * NEWSLETTER
 * CLIENT LOGIN
 * Free Consultation




HomePrimer Grey2023-12-15T20:22:55+00:00


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.




Click the button below to learn more about LKJ Financial’s approach to planning.

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PERSONAL FINANCIAL PLANNING



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INSTITUTIONAL-LEVEL ASSET MANAGEMENT



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CLIENT SERVICE AND FIDUCIARY ADVICE



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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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INVESTMENTS. FIND OUT WHAT YOUR RISK NUMBER IS WITH THIS BRIEF TOOL, WHICH USES
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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



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PERSONAL FINANCIAL PLANNING

Today more than ever, financial planning is an essential part of preparing for
and navigating retirement. From budgeting and managing your taxes and insurance
to planning for income in order to maintain your lifestyle and/or check items
off of your bucket list, financial planning means much more than just investing.

Bringing all the pieces of your financial life together can be challenging, but
is extremely rewarding. Financial planning takes the guesswork out of managing
your finances and helps you understand the implications of each financial
decision you make. Everyone has different goals, so it’s important to have a
unique plan that works for you and your financial situation – both today and in
the future.

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INSTITUTIONAL-LEVEL ASSET MANAGEMENT

Institutional money management is not just for the ultra-wealthy and large
institutional investors. You’ve worked hard and have earned the right to enjoy
the sophisticated and transparent asset management services that larger
investors have benefitted from for decades. In our opinion, the key to
consistent investment returns and reduced volatility is proper asset allocation.

Our investment philosophy is a proactive, hands-on, diversified and flexible
approach to using risk-adjusted asset classes with the potential for growth
and/or consistent income. In other words, “buy and hold” may not be right for
all markets and all investors. We prioritize capital preservation while seeking
to participate in market opportunities across a wide range of asset classes and
geographical regions. Our money managers are privileged to advise large
institutions that demand a high degree of accountability and due diligence.

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CLIENT SERVICE AND FIDUCIARY ADVICE

LKJ Financial doesn’t answer to corporate management structures or shareholder
profit motives. We answer to YOU. We believe financial advice should be more
than a big company sales staff offering financial products. As a boutique,
independent advisory firm, we have the freedom to build and execute a customized
plan that is tailored to your needs. We believe financial advice should be about
transparency, sitting on the same side of the table as our clients and building
long-term relationships. Our job is to work closely with you to ensure your
needs are being served.

By adopting the fiduciary standard as our guiding standard of care, we are
required to put the interests of our clients first and fully disclose
any potential conflicts of interest. We appreciate and respect how hard you’ve
worked and saved throughout your life. With that in mind, we take our role as
the financial advisor of your pre- and post-retirement goals very seriously.

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