Together, We Plan
To Serve, to solve, to shield
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 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.
By combining forces, we’re making your hard work have strong results. We stand on providing professional, trusted services, building strong client relationships and educating you on finances. Through our efforts, we hope to make a meaningful and long lasting impact on our community.
OUR MISSION
To be Christ-centered partners leading people to stewardship throughout life's stages.
OUR VISION
It is our vision to make a meaningful impact in our communities through proactive service, being the leader in financial education, and developing long lasting relationships.
Our Services
Lockshield Partners
Financial Services
Organize a plan to tackle your short and long-term goals throughout all life's stages.
Investment Management
Retirement Planning
Tax Planning
Insurance Planning
Estate Planning
Charitable Planning
Lockshield Partners
Accounting Services
Take the stress out of taxes and deadlines and focus on what really matters.
individual tax prep
business tax prep
non-profit tax prep
payroll
Bookkeeping
consulting
Service that makes you feel supported, acknowledged and secure.
Solutions that give you
peace of mind with
no regrets.
Resources that help you prepare and confidently navigate the world of taxes and finances.
Meet Our Team
Lockshield Partners Financial Services
Lockshield Partners Accounting Services
Who We Partner With
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*CFP® Professional Designation