Lockshield Partners had been very good to work with over the years! They are very knowledgeable about everything from retirement to taxes. Great People!!! If we had not had the guidance of Dan there would not have been much of a future!!

I have been a client for many years and plan to be for many more. You could not ask for a more caring and helpful group of people. They conduct their business with the utmost integrity and professionalism and treat you like a friend! Understanding the right way to invest in your family’s future can be a daunting task. I am grateful to have Lockshield Partners to help me every step of the way!

I’ve been with Dan since before he was with Lockshield and I am glad I stayed with him. Watching the news has a way of getting me too amped up about my financial future but Dan’s calming presence gets my feet back on the ground. I see nothing but a great understanding of his field and 100% integrity. I guess that’s why I am so much calmer leaving their office than when walking in. I have no doubt that retirement will be more secure for me for having kept my account with Dan and Jodi. Experts are all over the media offering advice but at the end of the day I am exactly where I need to be.

Dan and his team have given our family a sense of relief in a life where “fear of the future” is a very real thing. We have been working with them since our mid-30’s and we are always confident in what’s happening with our finances. The lockshield family is made up of only great people and we highly recommend them. We are not fearful of the future BECAUSE we are confident in our planning.

We have trusted Dan and Lockshield Partners for decades now. We have always been impressed with the prudent financial advice impacting so many aspects of our lives - retirement, home, work and kid’s college just to name a few. Dan and his team have always helped set us up for success. We are now set up to have a comfortable retirement when the time comes and enjoy our time together. Thank you, Dan and team!!!

We have had a great relationship with Dan and his team. Over the past 20 years Dan has guided us to our goal of retirement and we are thankful for his knowledge and integrity. Having someone you can trust with your life savings is crucial in retirement. We are confident that we have that with Lockshield so that we can relax and enjoy life.

Working with the Lockshield team has been a pleasure. No matter what we have questions about, we get a speedy response in a timely manner. This is all done in a very professional manner. Because of the Lockshield team along with Dan Klein we have less worries of our future in retirement. One of the best things we did was to join Lockshield Partners.

Walking into Lockshield Partners in 2017 was one of the best decisions for myself and my family. Dan and Jodi are both personable and professional! They are always just a phone call or text away & never fail guiding my family in the right direction. They treat my family and even members of my extended family as their own each time we talk or have a need. They are timely in their follow-ups even when I, myself fall short of it being on my calendar. I would recommend this TEAM over and over again to anyone looking for great financial service planning. Trust and peace of mind mean everything and you will find it here! A great retirement is just along the horizon!

Clark has been very flexible to meet with us at times that work with our schedule. We never feel rushed or pressured to make any decision we are not comfortable with. He takes time to educate us on our options, which empowers us to make informed decisions regarding our financial future. We are on-track to help our daughter pursue her passion after she graduates high school with no debt. We can sleep with a peace of mind knowing our investments will allow us to retire comfortably.

It is always a pleasure to meet with Clark ! He is very knowledgeable, explains everything clearly and has our best interest at heart ! He has become a trusted friend over the years we've known him. We believe we will be financially prosperous by the grace of GOD and the helpful direction, knowledge and expertise of Lockshield partners !

My wife and I have had our retirement accounts with Lockshield from the beginning. Jeremiah has been helpful throughout the process and always checks in to make sure we are on the same page. We couldn't ask for a better team to help with planning our financial future! With the help of Lockshield, when our time comes to retire we will have the options to do whatever we prefer, whether that be to work part time, not at all, or some combination , we are confident our finances will be in order for us to live the life we want as we age.

We feel confident with Dan, Clark and the Lockshield staff to guide us through our financial and accounting needs. They are easy to work with and always ready to help. We're going into the future with a secure feeling that we have someone that will be there as we are faced with decisions that have to be made.

I feel like I'm part of their family, they are meticulous with our investments. When market conditions change, they are quick to react and make adjustments.I feel that our retirement years will be as worry free as possible financially. When you are debt free and see your investments grow you know your future is secure.

Dan and his team with Lockshield Services have provided financial services to my family for years! They bring a wealth of knowledge and experience to the table and I am honored and trust them with all our financial needs! They provide a sense of comfort knowing we are taken care of like family! The team reviews your individual portfolio and with your input helps you decide how your funds are best invested to meet your needs. They provide the financial plan to help your family have a stable and secure future. Without this knowledge and experience, we would not have had the confidence and success with our financial planning that we have today! We not only learned over the years but have made friends that have felt like family and that is priceless! They really care and it shows through their hard dedication they have shown to our family! I highly recommend Dan and his team for all your financial needs!

Over a decade ago Bruce and I selected Dan Klein and Jodi Walden to manage our retirement funds. It continues to be THE smartest decision we ever made. I lost Bruce 6 years ago and my world collapsed. Knowing that Dan Klein and Jodi Walden were managing my finances has been invaluable to me. I don't know where I would be without them. I especially appreciate that we share like-minded values in other areas of life as well.

Lockshield Partners manages my account with integrity, knowledge, experience, and professionalism.

I wouldn't trust my finances with anyone else.

I can’t say enough good things about Dan and the team at Lockshield. Dan has been handling my retirement accounts for over 15 years and honestly, he treats me like family. I trust him with my financial future and you should too.

I have been doing business with Dan for about 12 years. I had a 401K that I had rolled over into a IRA. Dan is a very pleasant person to talk to. My future retirement looks twice as bright after dealing with Dan Klein and the fine folks at Lockshield. Thanks Dan!

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Dan and his team at Lockshield are at the top of the Financial ladder !! They are friendly , informative and always available to help in any way ! I’m confident my interest is their interest !! The Lockshield team has schooled me on my Financial journey for many years . Going forward I have obtained security and growth !!

From our first meeting with Dan and his team we were very impressed with how much he cared about the desire and goals we wished for our retirement. He listened intently and came up with a plan that would help us achieve that. Dan has protected our assets while saving us on income taxes by building our retirement savings. Having Dan to invest our money I now feel as if me and my husband have choices. We were not knowledgeable and didn’t know where to start. Long term goals are now in sight because of the investing and planning that we have received while being a satisfied customer of Dan and Lockshield.

My experience working with the Lockshield Team has been like working with a family friend. Not only are they compassionate and helpful, they truly care about our future and our desires to improve the financial stability of our future. I know that working with Dan and Jodie that we have been able to plan and lay out how to successfully navigate our retirement and include our desire to do the things that we hope to accomplish as we head into our later years. The work they do has helped to set us on a course to flourish in retirement and have a more realistic picture of what it will look like and how to financial afford our way of life.

Even though I’ve been with Dan for many years, he and Jodi were instrumental in helping me through a major life change both financially and personally. I’ve always felt confident with his advice and direction. I feel great confidence in the financial direction of my life due to Dan’s management of my investments. Dan always takes time to make certain I understand all aspects of my accounts and I always feel supported.

Dan, Jodi, and the entire team at Lockshield are the best. Their primary concern is that we do well, not how well they do. So blessed to have these folks helping us manage our retirement.

Should you be looking for a way to invest some money now for retirement–This is for you. Dan Klein and the staff at Lockshield stay on top of the manhunt in order to discuss with you how to invest your money now for a better retirement financial lifestyle. Give them a call.

My wife and I have been with Lockshield since 2020. We have the utmost confidence in Dan, Jodi, Clark, and the rest of the team. Dan went with me to sign up for Social Security and that really helped ease my mind. They also handle our tax preparations every year. We highly recommend it. The piece of mind that Lockshield provides is priceless. Dan monitors our accounts and contacts us if he thinks changes are needed. After every meeting with Dan, I feel I've learned a little more about the complex financial world.

We have been working with Dan at Lockshield for many years. We’ve always been treated well. We love that we can be in contact with them anytime and questions are answered quickly and clearly. Enjoying our retirement because of our Lockshield friends! I am convinced things will keep getting better!

I have known Dan for 18 years. He took me to lunch when I was still in college. Financially, I really had nothing to offer him but he sat with me and laid out my future. I really cannot explain how much that meant to me and helped to prepare me for the years to come. He has been so gracious to talk to me over the years to listen to my plans and provide sound advice. Dan and the team truly invest in you, your family and your future. We know that we are on the right financial track because of this team. Sound tax advice and comprehensive financial planning for over 18 years have placed us in a position ahead of our peer group.

Lockshield partners are amazing to work with. They provide you with a personalized experience that is focused on your individual goals. They make you feel like neighbors! I no longer have to worry about retirement and my financial future as Dan always guides me in the right direction to meet my goals and secure my future.

Working with the team at Lockshield Partners has been a wonderful experience. Dan and his team are knowledgeable, attentive, trustworthy and demonstrate the utmost in professionalism. My husband & I feel more prepared for the future since partnering with Dan and his team at Lockshield Partners. They have worked diligently with us to prepare a well rounded plan for our future. We now feel more at ease knowing we have this team on our side and available for any situation that could arise.

Dan Klein and his staff are very easy to work with. I have worked with him for 25 years and he has been knowledgeable and trustworthy. He has given me sound financial advice that will result in growth of funds for a secure retirement.

I have been working with LPL Financial (Lockshield Partners) since 2014. This group of people are energetic and have a positive influence on those who they interact with. Their passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional advisor. It is a real pleasure to work with this group. Personally I do not have the knowledge of a good investment. This can be very complicated with a vast array of investment choices. My investments would be more of an impulse decision. Investing in products that would not be suitable for my risk tolerance. A financial advisor can help me adjust my plans as circumstances change.

Working with your team over a long-term has been a very good experience. It’s reassuring to work with people you trust and they don’t make financial promises. I’m more than just a client, I feel like I’m working with close friends and family. I know based on past experiences that you have me set for the future. You (we) will make changes as needed. I rate LOCKSHIELD partners as a 5 star Team !!!!

The team is excellent at checking in, answering impromptu questions and generally giving me a feeling that my financial portfolio is being taken care of. Through my quarterly meetings with Clark, I can see how my portfolio has grown over the last several years and in a safe and diversified manner. I am very confident that if I am able to stick with the investment plans outlined by my team I will be able to achieve my financial and retirement goals.

Working with Lockshield has been a pleasure. From their professionalism to their genuine concern for our financial well-being, every interaction has been both enlightening and reassuring. Their expertise and personalized approach have transformed our financial outlook, instilling confidence and peace of mind for the future.We believe our future will be significantly brighter as a result of working with Lockshield. Their guidance and strategic planning have laid a solid foundation for our financial journey. We are confident we will exceed our long-term financial goals, providing security and peace of mind for ourselves and our loved ones.

Dan has been my financial advisor for over 20 years. He keeps in touch with me about my accounts and we meet at least twice a year to review my investments. I would highly recommend Lockshield Partners for investment guidance. Dan always has my best interest in mind. I am getting close to retirement and feel Dan has made good choices for me that will allow me to retire as soon as I am ready for that next step in my life.

My name is Ann McLellan & I have been with Dan Klein, Lockshield Partners for over 20 years! In all the years I have known him as my financial advisor and friend, he always looks out for my best interest & here for me when I need him in any situation! The Lockshield Partners Group are a team that you should experience for your financial advisors! They are compassionate & caring!& trustworthy! I have always felt so comfortable having my investments with this wonderful group! I would not ever be with anyone else!

Regardless of life circumstances I have learned we still need socialization. Working with the team has shown me this through warm welcoming environments, coffee, and good conversations with folks just like me. I have met new friends and formed new relationships, and something I look forward to.

Clark and the team at Lockshield have been incredible to work with over the last several years. They are available, reliable, and trustworthy. Lockshield has given me a lot of confidence and also allowed me to plan for mine and my family's future effectively and without additional stress.

Lockshield Partners consists of a team of professional, trustworthy and caring individuals. Their knowledge of the financial world is apparent when meeting with them and the patience they have as they explain the intricacies of the financial world is invaluable. They certainly have the heart of a teacher. The return on our investments has exceeded my expectations. Consequently, I sleep better at night and look forward to the days ahead.

Meeting with Dan in the spring of 2010 was one of the best decisions we made. He quickly assessed our situation, made suggestions on debt management, and investments, and recommended available resources. His guidance, care, and compassion have better prepared us for this next stage of our lives! Thanks to the entire team for all you do!

Lockshield Partners is a trustworthy, compassionate, and savvy group. Their expertise has been amazing and I truly appreciate their guidance from both the financial planning and accounting offices. The Lockshield team has provided peace of mind and security for my family for almost 20 years. My retirement has been worry free and I would highly recommend them.

My experience with working with Lockshield Partners has been fantastic; My father had set up an account for me through Lockshield which is what introduced me to them. Since doing business with Lockshield for a couple years, I decided to open a Roth IRA through Lockshield as well, which has been handled great. Since I've been getting older and having more money questions, many of the people at Lockshield have been more than helpful with all of the questions I've had and have explained everything about complex money scenarios clearly to me, which has been extremely helpful to me as I transition into young adulthood. Because of my partnership with Lockshield and the team there, I believe I am significantly more prepared for life because of the advice I am given for the money I have now and what to do with it to make sure I am set for life. With the advice I am given and the resources that are provided, I believe that I will have no money issues throughout my entire life and will be prepared for anything that occurs.

We enjoy working with Lockshield Partners and Clark Hayden! The faith-based values of Lockshield Partners and their commitment to our financial growth and stability make it a perfect fit with our own personal values. Clark never leaves our home without making sure we have a clear understanding of how we can achieve our short and long term goals! Because of our partnership with Lockshield, Anne has been able to retire and we feel secure in knowing that as a couple we can comfortably enjoy our retirement years together! Lockshield Partners provides sound advice, they continually stay abreast of changes in the financial environment and treat us like family!

Dan and his staff are very knowledgeable and friendly. We have been clients of Dan’s for more than 20 years. If you’re looking for a financial advisor, who offers timely, sound advice on all things financial, we highly recommend Dan and Lockshield Partners!

We’ve been with Dan for years for financial advising, and we’ve used his team for taxes for the last several years too! They’re a great team and treat our assets with care. We don’t make any big financial decisions without first seeking the advice of Lockshield. They’re helping us grow our assets so our retirement accounts will be comfortable when that time comes.

As self-employed owners of two small businesses, my husband and I constantly stay busy having to wear so many different hats. Juggling finances/taxes/planning for the future has always been one of the biggest pain points for us - constantly feeling worried about not being prepared for the future (or filing taxes incorrectly) was a feeling that was always looming over our heads. We are SO thankful to have been recommended to Lockshield two years ago because it truly feels like a one-stop shop for all of our financial pain points. We absolutely love that our financial planner, Clark, works closely with our CPA, Drew. Regular meetings with Clark and semi-annual meetings with both Clark & Drew help keep us focused on our financial goals (both for our businesses and for our personal lives). We feel prepared for the future and so well taken care of at Lockshield. The weight they have lifted off our shoulders is invaluable! In short, our long-term future goals (buying a house, saving for retirement) actually feel realistic & tangible now, whereas before working with Lockshield they felt kind of unattainable. Having knowledgeable professionals like Clark & Drew taking the time to explain/educate simple strategies for goal-setting/preparing for the future has truly been invaluable. Tax prep, investing, and planning for long-term goals always felt so confusing and vague to me, but not anymore. Even just having Clark look at our bank balances/investments every few months and offering guidance & validation has been SO helpful. I always felt like I was feeling around in the dark when it came to our finances, but now I feel well-equipped to handle them.

It has been an awesome experience for me to be part of your company. Always keeping me informed and up to date on my account. At my age, I believe they have me on the right track for my life.

That day in the fall of 2006 when we met Dan Klein, not only did we get a trusted financial advisor, we got a lifetime friend. He has managed our retirement for 18 years and we are very pleased. Dan is honest, caring, and highly-educated and trained in his field. His staff of Jeremiah, Clark, and Jodi have the same personal and professional qualifications. When you are thinking about investments and retirement, you would benefit from giving them a call and having a sit-down, heart-to-heart conversation. You will be impressed. It is comforting to know that the Lockshield team constantly monitors our account and will contact us immediately with suggested changes specifically for us. We worked for our retirement resources and Lockshield works to protect and build those resources. We are thankful for all they have done and will continue to do for us.

They’re down to earth, easy to talk with, and certainly understand our goals and concerns. We feel that our financial success is their top priority. Choosing Dan and his crew to oversee our retirement assets has proven to be the right decision. It has allowed us to meet our goals for retirement and certainly has given us more time to do the things that are most important to us.

It's always a great experience when working with the Lockshield team. Dan and his team always keep the goals of my family and our financial security as their top priority. They are always available to answer questions and provide expert advice in a friendly and timely manner. I feel like the financial future of my family is in great hands as a result of being a client of Lockshield Partners for many years. The advice that Dan and team has given us along the way has been invaluable and has positioned us for a long and secure retirement.

Working with Dan has been incredible. He has offered great advice. He has opened my eyes to the best way to protect our assets and stretch them out over time. Because of Dan, I believe we will be able to enjoy travel in our retirement years and also leave a legacy after we pass.

Dan, Clark, and Jodi are very knowledgeable and have tons of patience with Judy and I and always have taken whatever time is necessary to explain things to us and answer all of our questions. They always treat us as if we are their most important clients. We appreciate them so much!  - Joe Downing

I have always left all financial situations to Joe and when the time came he would try to explain what was going on with our investments so I could sign papers but I was lost. Dan, Clark, and Jodi have been as patient with us using terms I could understand. They have been a huge help getting all our financials in order for our kids when that time comes. They have it all in order at their office so all our kids will need to do is meet with them and they will relay our wishes to them. My biggest relief is to know, if Joe goes first, I'll have them to guide me in the most beneficial way for me to continue on with my lifestyle. Thanks for always taking time with us to explain again & again if needed! - Judy Downing

The Lockshield team has been very helpful growing and protecting our nest egg. Dan Klein accompanied my wife and I to the Social Security office when it was time to apply for Social Security. He (Dan) was able to help us resolve right away an error in the SSA records that would have prevented my wife from receiving her benefits. The Lockshield team advised us to invest in ways that reduced our income tax while growing our retirement income.