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Connecting where you are today with where you want to be tomorrow.

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Who We Serve

  • Physicians

    We know how dedicated you are to your patients’ care, and we take the same approach to your retirement and financial goals.

  • M.D. Anderson Cancer Center Staff

    We will educate and empower you to make the best financial decisions for you and your family.

  • Those Preparing for Retirement

    You have questions about when you can retire and what life will look like when that day comes. We will be your partner to get you there.

  • Retirees

    Helping you THRIVE in retirement!

About Us

About Us

We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client care by providing those preparing for retirement, retirees and their loved ones with attentive, educated investment advice. We specifically seek to help connect the present with the future for the hard-working and dedicated physicians and staff of U.T. M.D. Anderson Cancer Center in Houston.

Client Centered

Our expanded team serves clients from two Texas locations. With a team approach, advisors and staff strive to be thoughtful listeners, strategic thinkers, and creative problem solvers. Get to know the LifeBridge Financial group and let us put our collective experience to work for you.

“As a lifelong Texan, I have enjoyed helping countless families reach and thrive in retirement. Our clients’ success is our success.”

– Michael Rudelson

 “We’re very proud of MD Anderson, we don’t hesitate to brag about it and its people, and what it accomplishes.”

 

– John Mendelsohn, former President at M.D. Anderson

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.
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