Together, We Are KY strong
In service of the recent tornado victims in KY, Both Lockshield Partners locations will be serving as a donation drop-off location for the Glasgow / Barren county area as of Dec. 14. Please see instructions and details by clicking here.
Together, We Plan
for you, your family, your business
It is no coincidence that locking shields is an ancient military strategy that allows for a much smaller force to defend against a much larger force. For over 25+ years we have been working alongside mothers, fathers, widows, business owners, and more to be proactive in the planning of their future and the future of their loved ones.
When the force of life is directed at you, we stand next to you to lock shields with. By providing full-service financial services ranging from financial planning and investment management to tax preparation and business planning, our goal is to serve you throughout life's stages.
Service that makes you feel supported, acknowledged and secure.
Solutions that give you
peace of mind with
no regrets.
Resources that help you confidently navigate the world of taxes and finances.
Navigate the world of taxes and finances
Tips, advice, and more
Lockshield Partners' 3rd Quarter Update
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This year has been full of opportunities to serve, connect, and make a positive impact in our communities, and we’re grateful for every moment.
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Lockshield Partners' 2nd Quarter Update
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Who We Partner With
The Teachers
Best chef in our school
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Click to see our Customer Relationship Summary - Form CRS
*CFP® Professional Designation