LKJ Financial

?? Happy Valentine’s Day! ?? This past Saturday, we had an absolute blast celebrating Galentine’s with our wonderful clients and friends at LKJ Financials’ ladies’ luncheon! ??? From fun photo booth moments ?? to an exciting raffle (with two lucky winners!) ??, the afternoon was filled with laughter, connection, and inspiration. A special thank you to Kathleen Reardon (RD Architecture) and her team for her insightful presentation on how revamping your home can help elevate your wealth! ???? We’re already looking forward to next year’s event and another fabulous gathering with our amazing clients and friends! ???

????Snow much fun in Houston! This past Tuesday (January 21), Houston woke up to a rare and magical winter wonderland! ?? Our LKJ offices took a snow day, and the team got busy... building snowmen! ? Check out our snow-tastic creations!

? As we reflect on 2024, we’re filled with gratitude for the trust and support of our incredible clients and friends. You are the heart of LKJ Financials’ success, and because of you, we continue to grow and thrive. This year, we’re more committed than ever to earning your trust by working tirelessly to help you achieve your financial goals. ? As we look ahead to 2025, let’s continue this journey together and make the upcoming year one of success, growth, and shared milestones. ?? Wishing you a New Year filled with endless possibilities, prosperity, and joy. Thank you for being such an integral part of our LKJ Financial family. Happy New Year from all of us at LKJ Financial! ??

??Another Sweet Success: LKJ Financial’s Annual Holiday Pie Pick-Up ? We had an amazing time hosting our cherished tradition! ?? Meeting with our incredible clients and sharing laughter over fun activities like "Spin the Wheel" made this event extra special. This year, we added the LKJ Gingerbread Cookie Competition, and it was a hit! ?? The votes are in, and the winner is... Michelle Cooper! Michelle, who manages new client onboarding and client services for LKJ Financial, wowed us with her beautifully classic gingerbread man design—a true testament to her precision and creativity. ?????? Thank you to everyone who visited and participated in the fun, and congratulations to Michelle!?? At LKJ Financial, we love connecting with our clients, spreading holiday cheer, and creating memories that warm the heart. Wishing you and your loved ones a joyful holiday season!??

Holiday Gingerbread Cookie Competition Winner! ?? This year, the LKJ team had a blast decorating gingerbread cookies—and our clients and friends joined in the fun by voting for their favorite! ?? We’re excited to announce the winner: Michelle Cooper! ? Michelle, the newest member of our team who manages new client onboarding and client services, impressed everyone with her beautiful, classic gingerbread man design. Thank you to everyone who participated! Wishing you a joyful and festive holiday season! ??

??♂???♀? Huge shout-out to our incredible LKJ Financial clients who participated in The Great Houston Pie Run ?? this past Saturday (11/23) as part of Team Beef! Special thanks to Martha Coleman for sharing this wonderful photo and heartwarming message: "All of us are taking care of our physical and mental health, as well as our financial health. Thank you, LKJ Financial, for all you do for us!" ?? ? Congratulations to everyone on this amazing accomplishment, especially Clayton Chambers, who placed 2nd in his age group—way to go! ?????? ? Team members included: ? Ann Eldridge ? Nancy Doyle ? Nancy Holcomb ? Vivian Chambers ? Clayton Chambers (not pictured) ? Daniel Coleman ? Martha Coleman ? Cheryl Ellis ? Rita McKenzie ? Wishing you all a Happy Thanksgiving, and here’s to continuing to thrive in health, wellness, and financial success! ????

Happy Birthday to Ashley Gottlieb! ???? Today is a double celebration for us at LKJ Financial! Not only are we celebrating Ashley's special day, but we’re also marking her incredible journey with us. ?? Two years ago, Ashley joined the LKJ team as an intern, and today she stands tall as a certified Financial Paraplanner Qualified Professional (FPQP?)! ?? We couldn't be prouder of her hard work, dedication, and growth. Here's to Ashley—wishing her an amazing year ahead and continued success! ?? Join us in celebrating Ashley’s achievements and sending her lots of birthday love! ?????

Retirement Educational Course: Register for our Retirement Planning Today course at Houston Community College-West Loop Campus, to learn retirement planning essentials such as strategies for creating lifetime income, understanding Social Security, healthcare planning in retirement, tax law changes, how to evaluate risk and fees in your investment portfolio and much more. $59 tuition covers the two-day class for yourself and a guest plus a 200+ page textbook. Register: [email protected] ? Two-day course at 2.5 hours per evening: ·????????Tuesdays, September 17 and September 24 from 6:30 – 9:00pm ·????????Thursdays, September 19 and September 26 from 6:30 – 9:00pm

?? Happy Birthday to the most amazing leader, Lindsey James-West, CFP?! ?? Your brilliance, generosity, and inspiration make LKJ Financial a fantastic place to be. We’re all so grateful for your guidance and leadership. Wishing you a day as special as you are! ????

Spotlight on Financial Awareness: This is an important reminder to take proactive steps toward your financial future. Whether it’s saving for a down payment on a house, building an emergency fund, or planning for retirement, having well-defined goals is crucial to success. However, many individuals and families do not know how to achieve these goals after defining them. This is where LKJ Financial can help, call our office at (713) 840-0534 to book a free consultation today!