Sound investment planning is a key part of each financial plan. Whether your need is growth or capital preservation, we utilize low-cost, commission-free asset allocation strategies to meet your goals. We also utilize Bear Market strategies to ensure that we make objective decisions during the emotion of a down market.

Lockshield Partners charges 1.1% for managing <$100K and 1% for managing >$100K. There are no commissions or trading costs involved.

It can be very tricky when transitioning from “Accumulation” to “Distribution.”  Utilizing our financial planning software, we discuss tax-efficient distribution strategies and distribution rates to make your assets work for you.  We also discuss the murky waters of Social Security and how to use your benefit wisely. We focus on the finances so that you can focus on enjoying this time of your life.

For any of our planning services, there is no additional fee for managing >$200K.

For managing less than $200K and/or having financial planning services bundled with our investment management, a flat rate fee is billed monthly. This rate differs based on each individual situation.

Efficient tax planning involves minimizing your current tax burden while also creating tax-efficient vehicles for your long-term wealth. The key is to be proactive and to take the surprise out of tax season. We’ll help you to identify opportunities to maximize wealth and income.

For any of our planning services, there is no additional fee for managing >$200K.

For managing less than $200K and/or having financial planning services bundled with our investment management, a flat rate fee is billed monthly. This rate differs based on each individual situation.

While we don’t sell insurance due to our fee-only nature, it is a bedrock of a solid financial plan. We’ll give you an objective analysis on your need for life, disability, and long-term care insurance.  We will then help you implement those recommendations by meeting with you and your insurance agent to ensure that the proper policies are put in place.

For any of our planning services, there is no additional fee for managing >$200K.

For managing less than $200K and/or having financial planning services bundled with our investment management, a flat rate fee is billed monthly. This rate differs based on each individual situation.

Is the next steward chosen and prepared? Are your loved ones prepared in the event that you can no longer manage your finances?  These aren’t fun questions to explore, but they are vitally important. We’ll help review your existing documents and ensure that you’ve enacted a strategy that works with your goals. We’ll walk alongside you as we meet with an experienced estate planning attorney to implement the proper strategy for you.

For any of our planning services, there is no additional fee for managing >$200K.

For managing less than $200K and/or having financial planning services bundled with our investment management, a flat rate fee is billed monthly. This rate differs based on each individual situation.

As Christian financial planners, we believe that this category is just as important as the others listed. We want to encourage stewardship and walk alongside you on your generosity journey. We’ll help you to identify and implement opportunities such as Qualified Charitable Distributions, gifting appreciated assets, and donor-advised funds to maximize the impact of your giving.

For any of our planning services, there is no additional fee for managing >$200K.

For managing less than $200K and/or having financial planning services bundled with our investment management, a flat rate fee is billed monthly. This rate differs based on each individual situation.