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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.



Read More
<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Orchestrating Your Retirement Accounts</p>

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Learn More
<p>When Life Insurance Becomes Taxable</p>

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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<p>Global vs. International: What&#8217;s The Difference?</p>

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Learn More



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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.