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Our Process and Approach

LifeBridge’s advisors have immense knowledge on the retirement benefits of the dedicated professionals at U.T. M.D. Anderson Cancer Center. We not only help them to make financial decisions that have lasting impact on themselves and their families, but we also strive to act as educators, empowering them to set goals and keeping them accountable.

In many cases, our clients are women with careers and families, and they are coming to us with concerns for their future and with a desire to learn about their retirement benefits. Once we’ve simplified these complicated matters through proper education, our clients choose to work with us in one of two ways:

Financial Planning

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Portfolio Management

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