Build a nest egg so you can pursue the things in life that matter most.

Many companies have a 401-K plan, but oftentimes it is ineffective and/or employees don’t appreciate (or understand) the plan’s value. Locke Financial Services’ goal is to elevate the retirement plan  to ensure that it is an important employee benefit.

Locke Financial Services develops a plan for each participant and leveraging our proven investment management system; we meet regularly with clients to keep their portfolios on track and up-to-date.

This allows owners to attract, retain and motivate employees with a superior retirement plan.