Our Services

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Investment Management

Trial and error can be a costly way to manage your life savings. Locke Financial Services utilizes extensive knowledge procured from decades of investment experience to provide a disciplined investment process for our clients.
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401(k) Planning

Many companies offer 401(K) plans, but they are often ineffective and their value may not be appreciated by employees. Locke Investment Management’s goal is to provide your company with a new plan or to elevate your current plan.
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Financial Planning

Locke Investment Management is here to help you achieve your financial goals. Trusting the investment process can be difficult for new investors, but as time passes and as your investments compound, your goals will gradually transform into tangible realities.
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Retirement Planning

Everyone wants to feel financially secure when they retire, but knowing how much you’ll need and how to accumulate that wealth is difficult. At Locke Investment Management we can devise a plan to illustrate exactly how prepared you are for retirement.
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Education Planning

The cost of college can also be an ever-fluctuating target, making it hard to effectively plan for. At Locke Investment Management, we can help you create a plan that will best serve your child’s academic future and  safeguard their educational aspirations.
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