Lockman Financial Planning & Associates

Managing Risk and Tax Aware Strategies Since 2001

Welcome to Lockman Financial & Associates, a unique financial planning firm that focuses on developing, monitoring and achieving lifelong goals.  In addition to having over twenty years of experience our clients benefit from a collaborative thought process from independent third party professional relationships such as CPAs, attorneys, and insurance agents.  This team based approach provides our clients an unbiased and holistic view that is essential when planning for life events such as retirement, college, estate, and business succession planning. Our fiduciary advisors are aligned to your needs and not that of a large Wall Street firm, insurance or bank corportation.  Whether you think you or are on pace or have never developed a written plan, we can help you gain more confidence by:

• Clarifying and or refining goals.
• Establishing your personal roadmap as the foundation of any recommendation being made.
• Analyze how your current investment portfolios would be affected under various economic cycles (eg, interest rate changes, inflation, stock market drawbacks)
• Establish reality checkpoints that help to visualize the probable outcomes of your plans.
• Investment, insurance and goal planning in meeting todays challenges while keeping an eye on opportunities that might exist nearby.
• Access to nationally recognized tax planning associates intended for high net worth / income earners and small to mid-sized business owners.

As you browse this site, you'll find a variety of articles, calculators, and research reports that I hope will both answer your questions or stimulate your interest to learn more.

If you wish to be added to the monthly newsletter or initiate or wish to discuss a specific situation please contact me at 216-533-2589 or e-mail me at [email protected]. I look forward to connecting with you.

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