LKJ Financial

Happy Birthday, Marshall!

We’re so grateful for everything you do behind the scenes to keep our office running smoothly. From tackling our IT issues like a pro to making sure our business operations stay on track, you truly keep everything working seamlessly (even when we don’t always see it happening in real time!).

Your calm problem-solving, reliability, and willingness to jump in wherever needed make such a difference to our team every day.

Please join us in wishing Marshall a very happy birthday and a year filled with happiness, success, and plenty of reasons to celebrate!

Happy Father’s Day to all the incredible dads, grandfathers, and father figures, who make a difference every day. 💙🐾

Today, we’re celebrating the fathers on our team and the amazing men who helped shape, guide, and support us along the way. Thank you for your strength, wisdom, encouragement, and the countless ways you show up for your families and loved ones.

Wishing all the wonderful dads a day filled with love, appreciation, and time spent with those who matter most. Happy Father’s Day! 👔💙

Happy Birthday, Iliana! 🎉🎂

From brightening the office with her incredible sense of style to bringing positivity and energy to everything she does, Iliana is a joy to work with and an important part of the LKJ Financial family.

Please join us in wishing Iliana a very happy birthday and a year filled with happiness, success, and plenty of reasons to celebrate! 🎂✨

Thank you to everyone who joined us for our Summer Educational Event!

We were honored to host clients and friends for an evening of conversation around today's markets, the economy, and the importance of maintaining perspective in an ever-changing world.

From artificial intelligence and tariffs to inflation, interest rates, and market volatility, we explored how today's headlines shape investor sentiment and why thoughtful planning and asset allocation matter more than reacting to the news of the day.

One of our favorite reminders from the evening: ✨ The headlines change. Good planning doesn't. ✨

We're grateful for the trust you place in our team and for the opportunity to learn and grow together.

We're excited to welcome our Summer Intern, Fatima Serrano, to the LKJ Financial team!

Throughout the summer, Fatima will be working alongside our advisors, assisting with research, planning support, and various team initiatives that help enhance the client experience.

We look forward to seeing her learn, grow, and contribute to the team over the coming months.

Summer tends to create something rare: time together.

When multiple generations gather, conversations often surface around:
• Aging parents and future care needs
• Helping adult children financially
• Family expectations and inheritance
• The values and purpose behind your wealth

These aren't really financial conversations. They're family conversations, and they often shape decisions that impact generations.

One question to consider this summer: Would your family know your wishes if they needed to?

If not, it may be time to start the conversation

Today we are saying goodbye to our Spring Intern, Joseph! We’ve truly enjoyed having him as part of the LKJ Financial team these past few months. His passion for learning, positive attitude, and willingness to jump in and grow have made such an impact on our office.

Joseph will forever hold the title of our “Most Texan / Flying Tortilla” champion 🤠🌮 and we know this is only the beginning for him. We’re so proud of you, Joseph, and can’t wait to see all you accomplish in the future. Wishing you the very best in this next chapter!

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Wishing you and your loved ones a meaningful and safe holiday weekend from all of us at LKJ.

Many successful people spend decades focused on building wealth.

What often gets overlooked is that preserving wealth in retirement requires a very different strategy.

The conversations begin to shift:
• How do we create reliable income?
• How can we become more tax-efficient?
• What happens if markets decline early in retirement?
• How do we simplify things for a surviving spouse or the next generation?
• Are all pieces of the financial picture working together?
Retirement planning is not only about investments.

It’s about coordinating cash flow, taxes, healthcare considerations, risk management, and long-term family goals in a way that supports peace of mind through every stage of life.

As we celebrate International Day of Families, we’re reflecting on the incredible volunteer day we shared back in April supporting Houston families through Kids’ Meals Houston. 💖

Together, the LKJ Financial team and volunteers prepared 4,000 sandwiches and 3,400 snack bags for preschool-aged children across Houston. We’re still overwhelmed with gratitude for everyone who showed up to serve, support, and make a difference, one sandwich at a time.

We continue to be inspired by Kids’ Meals’ mission to help end childhood hunger and support local families in our community. Thank you again to their amazing team for their partnership and leadership. ✨

📅 Next volunteer day: July 24. Keep an eye on your inbox for details! We can’t wait to do it again! 🤩