Lockshield Partners

At Lockshield Partners, we're dedicated to providing comprehensive financial services that help individuals, families, and businesses thrive. For over 25 years, we've been taking a proactive approach to advising and preparing our clients for life's stages, empowering them to focus on what truly matters.

Our Mission

Our goal is to serve our clients throughout life's stages, providing full-service financial services ranging from financial planning and investment management to tax preparation and business planning. We strive to be a trusted partner, standing alongside our clients to lock shields against life's challenges.

Our Services

We offer a wide range of financial services designed to help our clients achieve their goals and secure their financial futures. Our services include:

• Financial Planning: We work with our clients to create personalized financial plans tailored to their unique needs and goals.
• Investment Management: Our team of experienced investment professionals helps our clients grow and protect their wealth.
• Tax Preparation: We provide year-round individual, business, and non-profit tax preparation services, ensuring our clients are in compliance with all tax laws.
• Retirement Planning: We help our clients plan for a secure and comfortable retirement.
• Estate and Charitable Planning: Our team assists our clients with estate and charitable planning, ensuring their legacy is protected and their philanthropic goals are achieved.

Our Approach

At Lockshield Partners, we're committed to providing exceptional service that makes our clients feel supported, acknowledged, and secure. We take the time to understand our clients' unique needs and goals, providing solutions that give them peace of mind with no regrets. Our team is dedicated to helping our clients navigate the complex world of taxes and finances, empowering them to make informed decisions about their financial future.

Our Ministry

Our Lockshield Ministry is rooted in James 2:18 "I will show you my faith by my works." Through our ministry, we strive to make a positive impact in our community, serving those in need and spreading a light in the darkest of times. Whether it's through volunteering, donating resources, or simply being a listening ear, we're committed to living out our faith in action.

What Sets Us Apart

At Lockshield Partners, we're more than just a financial services firm - we're a trusted partner, a confidant, and a friend. We take the time to understand our clients' unique needs and goals, providing personalized solutions that address their specific circumstances. Our team is dedicated to serving our clients with integrity, compassion, and expertise, helping them achieve their financial goals and live a life of purpose and significance.