• Financial Planning

Financial Planning is an ongoing process that helps us determine what steps may be necessary to progress toward your goals.  It is the foundation of our relationship for individuals, retirement plans, trusts, and endowments.  Our "Commitment to Clarity" allows us to remain disciplined, to focus on executing our clients' plans while blocking out the noise that even distracts investors or boards with the best intentions.  Together, we will:

  1. Gain an understanding of your situation and how you make decisions.
  2. Define the scope of our engagement.
  3. Establish objectives & criteria for measuring risk, return, and defining success.
  4. Gather data, perform analysis, and recommend strategies.
  5. Implement the chosen strategy.
  6. Monitor progress and schedule future status updates.
Learn More

1020 Park Drive #402

Flossmoor, IL 60422

708-960-0520

708-960-0521 FAX

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Locker Wealth Management, Inc. and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by Locker Wealth Management, Inc., a Registered Investment Advisor in the State of Illinois.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of IL or where otherwise legally permitted.