Locke Financial Services, Inc. Information

Locke Financial Services, Inc. specializes in financial planning and money management for individuals and pension plans for small businesses. For individuals, we manage our clients' portfolios and do not sell commissioned products. Business clients benefit from our personalized pension management. Individuals: We provide high-level investment management to the affluent investor, which was previously only available to wealthy individuals. Businesses: Personal service is provided to owners and employees to reduce cost, maximize tax benefits and offer the best return possible. Our pension plan products include: Individual Retirement Accounts (IRA), Simple IRA, Solo 401(K), SEP IRA, 401(K) for small businesses (includes Safe Harbor and New Comparability programs) and Profit Sharing Plans. Our investment approach is one that works to outperform the market while we provide our clients with highly consultative, personalized services. We tailor a plan for you that is specific to your financial needs - so you are able to retire in style.