Full Service Investment Advice
Lockey Wealth Management, as a Representative of Fusion Capital Management, provides clients with a comprehensive, fee-only investment advisory service
Financial Planning
We'll help you develop a sound financial plan. To do this, we will assess where you are today by discussing assets, liabilities and current savings strategies. We will also discuss where you are heading and develop goals. Through analysis, we'll determine the appropriate strategies to help you reach your goals. Having a plan for Retirement, College Expenses, Future Purchases and/or any of your other life goals is the most critical step in reaching those goals.
Asset Allocation
We'll work together with you to identify an appopriate asset mix to pursue optimal investment returns, while diversifying risks. This asset risk will be customized to your comfort levels, time horizon and investment experience level.
Risk Management
We work with clients to identify the risks that can get in the way of achieving your goals and help you develop appropriate strategies to mitigate those risks. While some risks are universally external, such as economic and financial market risks, while others are personal, such as job stability or personal health. We will discuss these risks with you and develop a plan and path to manage them.
Investment Advice
As a Fee-only Investment Advisor Representative, our interest are aligned with yours. The inherent conflict of interest that exist in the traditional securities broker/commission environment is eliminated. Further, we are bound by a fiduciary responsibility to work on your behalf.