Lock Wealth Management
Contact Information
-
Address
Financial planner · · 1372 Peachtree St NE, Atlanta, GA, 30309 -
Phone
(404) 590-6884 -
Website
lockwealthmanagement.com
Location
About Lock Wealth Management
Lock Wealth Management is a financial planner in Atlanta, GA, specializing in fee-only fiduciary services for pre-retirees and retirees. They offer comprehensive retirement planning, investment management, tax planning, estate planning, and insurance review to help clients secure reliable, tax-smart retirement income. With over 10 years of experience, they serve clients across the United States virtually or in person, boasting a perfect 5.00 rating from their satisfied clientele.
Led by Ben Loughery, CFP®, CRPC™, Lock Wealth Management provides personalized financial planning services that include creating tax-smart income strategies and exploring Roth conversions. The team is dedicated to putting clients' interests first and offers a range of service plans tailored to different needs, such as Foundations, Comprehensive, and Business Owner plans.
Lock Wealth Management stands out for its thorough, well-documented business information available online, making it easy for potential clients to understand their services and approach. This transparency and comprehensive documentation reflect the firm's commitment to providing clear and reliable financial planning solutions.
With a strong focus on retirement income strategies and tax-smart planning, Lock Wealth Management is a trusted resource in Atlanta for those seeking expert advice tailored to their specific life stage and financial goals.
Services:
- Investment Management
- Personalized Retirement Plans
- Retirement Income Planning
- Social Security Coordination
- Tax Reduction Strategies
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