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Frequently Asked Questions



FAQ

What’s the minimum level of assets you require for your clients?
At LKJ Financial, we treat all with the same degree of care, concern and planning. We encourage any woman who is concerned about her financial future to contact us. And we offer the same level of care, attention and compassion to all clients.

How are you compensated for your services?
We are compensated for insurance sales by commissions paid by the insurance carrier. Our investment services are fee based.

How do you help with emotional and health issues?
We understand the ways finances can affect our emotional health and even our physical health. While we are not qualified in those fields, we're glad to offer referrals to qualified professionals. Of course, you'll always find a caring, concerned professional at LKJ Financial who will listen, and yes, even hold your hand.

What services and guidance do you offer for legacy protection?
Our firm doesn't provide legal advice, but we can discuss financial products such as life insurance and annuities that can help protect and preserve your legacy. Additionally, we can work with other qualified professionals including attorneys and tax advisors to address your concerns.

What are your qualifications?
Lindsey is a CERTIFIED FINANCIAL PLANNER™ and has Series 7, Series 66 and Group 1 Life, Health and Variable Insurance licenses. She holds a B.S. from Northwestern University and completed the CFP® Certification Program through Rice University. Lindsey is a member of the Financial Planning Association (FPA) and Houston’s National Association of Insurance and Financial Advisors (NAIFA).

Lynne attended the University of Wisconsin as well as the University of Mexico in Mexico City. She holds a Series 7, Series 6, Series 63 and Series 66 License as well as a Group 1 Life, Health and Variable Insurance license. She is a member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA) and in 2010 was named Woman of the Year by the National Association for Professional Women.