Resources that help you prepare and confidently navigate the world of taxes and finances.

Selecting a Financial Planner - The Who, The What, and The How

When selecting a Financial Planner, we want you to know the questions to ask and the answers to look for.

Introducing Lockshield Partners Accounting Services

Managing Partner, Drew Thompson, recaps the firm's decision to change the name and the direction they are taking it in as the future approaches.

The Growth of Lockshield Partners

After much time and planning, we are excited to announce the addition of “Lockshield Partners Accounting Services” under our Lockshield Partners umbrella.

in partnership with

A Breakdown of Secure Act 2.0

Season 2, Episodes 1 & 2 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Surplus

Episode 15 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Secure

Episode 14 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Stable

Episode 13 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Surviving

Episode 12 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Struggling

Episode 11 of Money Mindset with Christian Family Radio