Houston Office

5629 Cypress Creek Parkway

Suite 200
Houston, TX 77069
Lori Bennett

Lori Bennett has over 30 years of experience in finance and retirement planning. She is passionate about helping people achieve more financial security and feel better about their money. Over her career, Lori has served individuals and families from all walks of life. Having grown up in a commercial real estate investor family, she knows the value of having a plan and working with someone whom you trust to help you make well-informed financial choices.

Lori is the principal of EFG Retirement, a subsidiary of Educators Financial Group, of which she is a founder and partner. In her firm, she works with public employees at the federal and state level, postal employees, families nearing retirement, and senior citizens. Her deep expertise with pension planning, government employee benefits, retirement income planning, and tax-smart strategies serves clients well in delivering high-quality outcomes for their deeply-held goals and hopes.

Lori has made heavy investments in her professional knowledge. Among other things, she is a Certified Senior Advisor®, a rigorous financial industry certification for those serving older adults. She also pursues continuing education so as to keep her finger on the pulse of the latest financial strategies, law changes, and other matters affecting her clients.

Many people say that working with Lori is like being around family. She prides herself on caring for every person whom she comes across, listening carefully to their personal story, finding the right solutions for them, and providing attentive, thoughtful service. She works hard to answer questions in a way that is simple and easy to understand. Her experience is also invaluable in helping people avoid costly pitfalls in retirement and enjoy a secure, confident lifestyle.

Apart from her professional work, Lori is very committed to her family and friends. She enjoys spending time with her husband, grown daughter and son-in-law, and two much-loved grandchildren. In her free time, she loves cooking, decorating, party planning, fashion, and travel. Above all, she strives to honor God in all that she does. She looks forward to meeting you and helping you plan for your financial future.