Discover the many reasons it makes sense to purchase life insurance
and how to determine your financial needs.
You don’t have to be rich to travel well.
It is possible.
Incorporate it into your plan.
Relax and enjoy yourself!
After so many years of hard work,
you deserve to be stress free.
Today, it’s more important than ever to keep an open mind and a realistic perspective on your finances. Test your current financial assumptions in today’s new reality. Lockwood Retirement Consulting stands ready to assist you and your family.
Road Map to Retirement
Some say it is easier to accumulate retirement savings than the process of distributing these savings. Let Lockwood Retirement Consulting guide you through this “transition window” and help you to keep your mind at ease.
Lockwood Retirement Consulting enjoys hosting events and workshops for anyone to attend. It’s important for us that you make an educated decision when it comes to your money. Many events occur all year, so check the dates for an event near you. We hope to see you there!
Michael Lockwood is an Investment Advisor Representative with Lincoln Financial Advisors. With over 30 years of experience in the financial planning industry, Mike has built a loyal clientele of successful professionals, executives and retirees.
Mike Kish is an Investment Advisor Representative with Lincoln Financial Advisors Corporation. He began his career with Lincoln as a Para-Planner supporting financial planners from four distinct offices across Southern California.
Valerie Esteban is an Investment Advisor Representative with Lincoln Financial Advisors. Mrs. Esteban began her career with Lincoln as a Para-Planner. In this role she provided support to over 30 Financial Planners that comprise Lincoln’s California Fringe Benefit division in the Southern California region focusing on institutional and individual retirement planning.
A retired husband is often a wife’s full time job.
Sit back and relax and enjoy the things you never got to do.
Retire from work, but not from life.
Retirement is wonderful. It’s doing nothing without worrying about getting caught.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alaska, Arizona, California, Colorado, Delaware, Florida, Idaho, Indiana, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, Oklahoma, Oregon, South Carolina, Texas, Utah, Washington
California Insurance License #0730158
California Insurance License #0H28584
California Insurance License #0I63087
California Insurance License #OE02159
California Insurance License #OK30246
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.