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

Take the First Step.

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!

Meet Your Team

Helpful Content

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

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.



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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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<p>Saving for College 101</p>

Saving for College 101

Here’s a crash course on saving for college.
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Navigating Uncertain Times

COVID-19 Notice

To keep our employees and their families safe, we are currently working from home with access to email and voicemail. Please either email us at admin.assistant@lifebridgefg.org or leave a voicemail at 713.527.8998 if you need assistance.