Lockerman Financial Group is an independent financial services firm. What does that mean to our clients?
-Unbiased advice and recommendations based on sound principles and current trends that are tailored to their unique goals and dreams
-Access to a vast array of non-proprietary products and resources
-The ability to work with an advisor who truly serves as our clients' advocate and represents their best interests
-A firm that prides itself on delivering an exceptional client experience and financial peace-of-mind
Our Clientele
Our clients are individuals and families who...
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Seek a trusted lifetime partnership with a wealth management firm that offers years of training and experience, objectivity, integrity, and a high level of personal service
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Take their financial success seriously and want a financial road map and action plan that enables their goals and dreams to become a reality
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Value expert advice and a team that looks out for their best interests
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Enjoy the convenience of having everything coordinated in one place, thus making their busy lives simpler
Our Mission
We help individuals and families create a life and legacy by design, not default. We help them become crystal clear about their vision and mission in order to create, protect, and transfer wealth. ℠
Our collaborative team approach and comprehensive personalized planning enable us to deliver sound advice, peace of mind, and overall financial well-being. Lisa Lockerman
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.