Services We provide

At Lockshield Partners we believe in the financial planning process.
We are not brokers and we don’t believe in trying to time the markets.

Retirement Planning

Your first paycheck or your last or anywhere in between. Everything from the right asset allocation, the question of to Roth or not to Roth, social security planning, withdrawal or contribution rate strategies, working with your tax preparer to minimize tax liability, and everything in between.

College Planning

Do you want to know an estimate of how much you can expect to pay for a 4 year degree at WKU in 15 years – we can help!

Insurance Planning

Not too much, and not too little. We want it to be just right.

Legal

Working with your legal team to make sure you have the right documents in place.

Interested in one of our services?

The team at Lockshield Partners would love to assist.