Together, We Plan

To Serve, to solve, to shield

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 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.

By combining forces, we’re making your hard work have strong results. We stand on providing professional, trusted services, building strong client relationships and educating you on finances. Through our efforts, we hope to make a meaningful and long lasting impact on our community.

To be Christ-centered partners leading people to stewardship throughout life's stages.

It is our vision to make a meaningful impact in our communities through proactive service, being the leader in financial education, and developing long lasting relationships.


Lockshield Partners
Financial Services

Organize a plan to tackle your short and long-term goals throughout all life's stages.

  • Investment Management

  • Retirement Planning

  • Tax Planning

  • Insurance Planning

  • Estate Planning

  • Charitable Planning

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Lockshield Partners
Accounting Services

Take the stress out of taxes and deadlines and focus on what really matters.

  • individual tax prep

  • business tax prep

  • non-profit tax prep

  • payroll

  • Bookkeeping

  • consulting

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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 prepare and confidently navigate the world of taxes and finances.

Lockshield Partners Financial Services