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Coaches Meet the Lockshield Partners Team Lay a foundation for the future Choosing a Mortgage

Who We Are

Locking shields is an ancient military strategy that allows for a much smaller force to defend and defeat a much larger force. It's the perfect name for a financial planning firm. A trusted partner to lock shields with and to lean on. We hope you will lean on Lockshield Partners when it comes to your financial planning needs.


Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.