Broker Check
Our Process
Our History
Our Values
Our Resources

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

Take the First Step.

Learn
Plan
Connect

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.

Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.
Learn More
Perception vs. Reality

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Learn More
A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
Learn More
Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
Learn More