Open the door to our
fee-only financial services
Talk with us
We'll help you visualize
your complete financial picture
from an informed perspective
From work to retirement
Let's sit down together to plan for
the prime of your life
WE SIMPLIFY THE COMPLICATED
Structuring your personal finances in a way that maximizes benefits and reduces risk can be an intimidating, confusing and time-consuming process. At Locker Financial Services, LLC, we pride ourselves on empowering you to take control of this critical area of your life by answering your questions in language that you can understand. Acting as your trusted advisor, we arm you with reliable, accessible and timely information that gives you the confidence to follow your own unique path toward financial sustainability and security.
Established in 1992 by Lauren Locker, CFP®, Locker Financial Services, L.L.C. is a registered investment advisory firm that has been providing a full range of fee-only financial planning services to individuals, families and small businesses for more than 20 years.
Take a look at how we can help you. Then contact us for a free initial consultation.
BY PUTTING YOU FIRST
The only fee or compensation we receive comes directly from our clients. That allows us to act as fiduciaries, which means we will always put our clients' best interests before our own. As NAPFA members, we take an oath to do just that, every time. Ask us to provide you with a copy of our services and compensation brochure (Form ADV). It will give you a better idea of how we operate. No surprises, nothing hidden.
We ask every client a simple question - "What is it that you want to accomplish?" By listening carefully to the answer, we tailor our services to best help you achieve your unique financial goals and objectives. If you don't know where you're going, chances are you will never arrive. We arm our clients with the tools to confidently and boldly make the most of the challenges and opportunities that every life offers.
BY SEEING THE TOTAL PICTURE
True financial planning requires the adviser to take an holistic approach. We look at far more than just our clients' portfolios. As applicable, we review and discuss household budgets, spending and savings habits, insurance requirements, tax obligations, higher education needs, retirement plans and estate issues. We cover all the bases so that you come away with a plan that realistically represents where you stand financially.
BY EMPOWERING YOU
We work in tandem with our clients to identify their specific goals, objectives and attitudes toward life and money. After carefully analyzing the personal and financial information you provide, we'll present you with a structured and detailed plan that takes into account a spectrum of scenarios, variables and outcomes. At every juncture in this process, you'll play a key role as an active partner in the work being done.
BY MAPPING THE ROUTE
Think of financial planning as a road map, a tool that allows you to reach your destination on time and with the fewest possible detours. Through the dynamic development of your resources, Locker Financial helps you smooth out the bumps that are bound to occur along life's road. Let our responsive and diligent team assist you in setting a course toward a satisfying and worry-free financial future.
BY FOLLOWING THROUGH
We're here for the long run to work with you as you implement your new financial vision in real time. We take care of necessary paperwork and reminders, assist you in setting realistic goals and help you determine when course corrections are warranted. Because financial planning is not a "one-and-done" activity, we'll be around when you need us, as we have been for more than 23 years.
National Association of Personal Financial Planners: Focus on Fiduciary
Lauren Locker is a proud member of the National Association of Personal Financial Advisors, an organization that has pioneered a set of standards for advisor education, training and practice methods that truly serves the public interest.
MAKE YOUR FINANCES SIMPLE.
Contact us today to begin the process.