Lauren Lindsay (CFP®)

Lauren Lindsay focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Lauren specializes in comprehensive financial planning and client education, both on an individual and corporate level. Many individuals look for a financial planner on a reactive rather than proactive basis, but having financial goals in place can help improve your quality of life no matter what phase of your life you are in. While our firm focuses on retirement planning, our clients are of all ages, with may different concerns and challenges. Our goal is to have you have the quality of retirement you want and to help you plan for all the unexpected things life can throw at you. We are with you every step of the way and that constant guidance is very comforting to our clients.  

Additional Information

Lauren lives in the Woodland Heights neighborhood of Houston with her husband, daughter and St. Bernard. She is the Vice President of her daughter's elementary school PTA and a Brownie Girl Scout leader.  She is also active in the Houston Heights Women's Club and an administrator for Heights Kids' Group.  Recently she was featured in the Wall Street Journal on funeral planning:  and also spoke on this topic at the online Wealth Summit.  

Please visit our website at for more information.

NAPFA Start Date

March 10, 2003


This Office

2808 Morrison St Houston, TX 77009-7616 Phone: (781) 789-3161 Fax: (214) 756-6979