Lockwood Financial Strategies LLC 

Comprehensive Planning

Experience the difference with Lockwood Financial Strategies LLC. We begin the unique experience by meeting each client in person and going through a detailed information gathering process designed to understand each client's individual circumstances and financial goals. Based on the information we gather we effectively guide each client through the 3 phases of retirement; accumulation, preservation, and distribution. Through this process we educate each client on their personalized path to financial freedom and longevity.

What a planning client receives:
  • A portfolio snapshot of their current holdings using our Morningstar ™ analysis
  • An X-Ray report of their current holdings using our Morningstar ™ analysis
  • A detailed individualized analysis to help you better understand your current financial picture
  • Access to a preferred network of Estate Attorneys and CPA's

Information we collect to do our detailed planning:
  • Most recent Tax Return
  • All Investment Statements
  • All Insurance Policies and Statements
    • Medicare Supplements
    • Long-Term Care
    • Life Insurance
  • Copy of a Will or Trust (If Applicable)
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