Discover the many reasons it makes sense to purchase life insurance
and how to determine your financial needs.
You don’t have to be rich to travel well.
It is possible.
Incorporate it into your plan.
Relax and enjoy yourself!
After so many years of hard work,
you deserve to be stress free.
Today, it’s more important than ever to keep an open mind and a realistic perspective on your finances. Test your current financial assumptions in today’s new reality. Lockwood Retirement Consulting stands ready to assist you and your family.
About Lockwood Retirement Consulting:
For over 30 years our firm has grown from a single advisor with a solo practice to a large family practice with soon to be six advisors and a staff of 7. We are proud to introduce our family with our new “Culture Video”. This is who we are, what we do and what we believe.
Some say it is easier to accumulate retirement savings than the process of distributing these savings. Let Lockwood Retirement Consulting guide you through this “transition window” and help you to keep your mind at ease.
Lockwood Retirement Consulting enjoys hosting events and workshops for anyone to attend. It’s important for us that you make an educated decision when it comes to your money. Many events occur all year, so check the dates for an event near you. We hope to see you there!
We are proud to support charitable organizations that work to improve lives of families, foster youth, veterans and people with terminal illnesses and their families who take care of them. We are grateful for the amazing work they’re doing, and we’re committed to helping them achieve their goals.
A retired husband is often a wife’s full time job.
Sit back and relax and enjoy the things you never got to do.
Retire from work, but not from life.
Retirement is wonderful. It’s doing nothing without worrying about getting caught.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Washington
Insurance: Arizona, California, Delaware, Florida, Georgia, Idaho, Louisiana, Maryland, Montana, New Hampshire, New Mexico, Nevada, Ohio, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, West Virginia
California Insurance License #0730158
California Insurance License #0H28584
California Insurance License #0I63087
California Insurance License #0L34919
California Insurance License #0M83310
California Insurance License #0M29054
California Insurance License #0I57918
California Insurance License #4054270
California Insurance License #0E02159
California Insurance License #0K30246
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
Lockwood Retirement Consulting is a marketing name for registered representatives of Lincoln Financial Advisors.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.