Lockwood Financial Strategies LLC 

Investments

We offer many options to address your investment needs. We use an individualized assessment to determine your risk preferences and goals.  From there, we analyze different investment solutions to fit your specific needs. Using this analysis we can develop the appropriate allocations and products to help you accomplish your goals. Some of your investment options available to you are listed below:

Investment options offered:
  • Fee based asset management
    • Personalized portfolio
    • Min. of $100,000 of assets to qualify 
    • Provides a fixed fee structure for active management 
  • Mutual Funds
  • Annuities 
  • Real Estate Investment Trust
  • Oil and Gas alternative investments 
  • ETFs
  • Municipal Bonds

Vehicles for your investments:
  • IRA - Roth,Traditional, SEP, and Simple
  • Brokerage Accounts
  • 529 Plans
  • 401k
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