Getting started could not be easier
The Lockshield planning process
Getting to know you and your concerns, provides insight on how we can serve you. Please provide a brief summary in the boxes provided below.
Next, you will hear from one of our team members to gather additional information and schedule an appointment for a planning session. We prefer to meet face-to-face, but understand that sometimes a phone call or Zoom meeting could be a necessary option. Please let us know your preferences and we will do our best to accommodate your needs.
We are happy to provide a complimentary planning session to determine how we can help you. Our hope is that we can provide knowledge and support that would help your situation and allow us to partner together for many years to come!
Ready to get started? Fill out either the Financial Services form or Accounting Services form depending on your needs.
Investment Management, Retirement,
Tax, Insurance, Estate, and Charitable Planning
Year-Round Individual, Business and Non-Profit Tax Prep Services, Payroll, Bookkeeping, and Consulting
learn more About Lockshield Partners
before you book
Click the table for Financial Services or the Handshake for Accounting Services.
Click to see our Customer Relationship Summary - Form CRS
*CFP® Professional Designation