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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.

Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?
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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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