Together, We Are KY strong

In service of the recent tornado victims in KY, Both Lockshield Partners locations will be serving as a donation drop-off location for the Glasgow / Barren county area as of Dec. 14. Please see instructions and details by clicking here.

Together, We Plan

for you, your family, your business

It is no coincidence that locking shields is an ancient military strategy that allows for a much smaller force to defend against a much larger force. For over 25+ years we have been working alongside mothers, fathers, widows, business owners, and more to be proactive in the planning of their future and the future of their loved ones.

When the force of life is directed at you, we stand next to you to lock shields with. By providing full-service financial services ranging from financial planning and investment management to tax preparation and business planning, our goal is to serve you throughout life's stages.

Artemesh
To Serve

Service that makes you feel supported, acknowledged and secure.

To Solve

Solutions that give you
peace of mind with
no regrets.

To Shield

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

Navigate the world of taxes and finances

Tips, advice, and more

8 Year-End Financial Planning Tips

With the end of the year approaching, Advisor Clark Hayden takes a look forward and gives the top tips to help guide your financial planning in the new year.

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How Markets React to Elections

We take look at Dimensional's data of markets and elections.

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Employee Benefits Season – What Should I Sign Up For?

In the midst of signup season for employee benefits, Advisor Clark Hayden, CFP®* takes us through the big ticket items and what to be aware of.

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Let's Plan Together

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