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Lockshield Partners Lockshield Partners
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Your Trusted Financial Partner in Glasgow, KY
Lockshield Partners has been dedicated to empowering individuals, families, and businesses through comprehensive financial planning and accounting services for over 25 years. Our approach combines proactive strategy with personalized guidance, ensuring clients are equipped to navigate life's financial challenges with confidence. Rooted in Christian values, we prioritize stewardship, integrity, and community impact, offering tailored solutions in investment management, retirement planning, tax preparation, and estate planning. Our team of certified professionals brings decades of combined experience, fostering long-term relationships built on trust and transparency.

By staying at the forefront of industry trends and regulatory standards, we provide actionable insights that align with each client's unique goals. Our commitment extends beyond financial metricswe strive to educate and empower clients, enabling them to make informed decisions that resonate with their values. With offices in Glasgow, Kentucky, we serve as a trusted partner for those seeking to secure their financial future while making a meaningful difference in their communities.
Services
Investment Management Retirement Planning Tax Preparation Estate Planning Charitable Planning Payroll Services Bookkeeping Business Tax Prep Financial Consulting
Highlights and features
  • We offer over 25 years of experience in personalized financial planning and investment management.
  • Our team includes Certified Financial Planners (CFP) and legal/financial professionals with advanced degrees.
  • We provide a Christ-centered approach to financial stewardship and community impact.
  • Our integrated services combine investment advisory, tax planning, and estate strategies.
  • We maintain transparent fee structures with no hidden costs or commissions.
Associations and certifications
  • Registered Investment Advisor (SEC)
What people say
Knowledgeable team Trustworthy advisors Peace of mind Personalized approach Long-term partners
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Services
Investment Management
Our investment management service creates customized portfolios aligned with your risk tolerance and financial goals. We utilize low-cost, commission-free asset allocation strategies and employ disciplined rebalancing techniques to maintain optimal diversification. With expertise in both growth and capital preservation approaches, we help clients navigate market volatility while focusing on long-term objectives. Our team continuously monitors economic trends and adjusts strategies to maximize returns while managing risk effectively.
Retirement Planning
We develop comprehensive retirement strategies that address tax-efficient distribution, Social Security optimization, and sustainable withdrawal rates. Our planning software models various scenarios to ensure financial security throughout retirement years. We specialize in transitioning clients from accumulation to distribution phases while minimizing tax liabilities. Our approach considers healthcare costs, long-term care needs, and legacy planning to create holistic retirement solutions tailored to individual circumstances.
Tax Preparation
Our tax preparation service covers individual, business, and nonprofit returns with a focus on proactive tax planning. We identify deductions and credits to minimize liabilities while ensuring compliance with evolving regulations. For businesses, we handle payroll tax reporting and multi-state filings. Our team stays current with tax law changes to provide strategic advice that extends beyond annual filing requirements, helping clients make informed financial decisions throughout the year.
Estate Planning
We help clients protect their legacy through comprehensive estate planning that includes wills, trusts, and advanced directives. Our process ensures proper documentation for asset distribution and incapacity planning. We collaborate with estate attorneys to implement strategies that minimize probate and tax implications. The service addresses guardianship arrangements, charitable giving, and succession planning for business owners, ensuring clients' wishes are legally documented and executed.
Charitable Planning
Our charitable planning service helps clients maximize their giving impact while optimizing tax benefits. We specialize in donor-advised funds, qualified charitable distributions, and appreciated asset gifting strategies. This service integrates with overall financial planning to align philanthropy with personal values and financial goals. We provide guidance on structuring donations to achieve both immediate tax deductions and long-term charitable objectives while maintaining portfolio balance.
People
Dan Klein
Financial Advisor, Senior Partner
Certified Financial Planner with over 25 years of experience, specializing in retirement strategies and investment management. Holds Series 65 license and focuses on values-based financial planning for individuals and families.
Clark Hayden
Financial Advisor, Partner
CFP professional with expertise in estate planning and tax-efficient strategies. Serves as trusted advisor for business owners and families, combining legal knowledge with financial planning to create comprehensive wealth management solutions.
Jodi Walden
Operations Manager, Partner
Manages firm operations and client relationships with 15+ years in financial services. Specializes in retirement account administration and client service coordination, ensuring seamless implementation of financial plans.
Jeremiah Harston
Financial Advisor, Partner
Attorney and MBA holder providing integrated legal and financial planning solutions. Focuses on complex estate planning, business succession, and tax mitigation strategies for high-net-worth clients.
Drew Thompson
Senior Accountant, Managing Partner
CPA with expertise in business tax preparation and accounting services. Oversees the firm's accounting division, providing payroll processing, bookkeeping, and tax compliance solutions for small businesses and nonprofits.
Questions
What financial services does Lockshield Partners offer?
We provide investment management, retirement planning, tax preparation, estate planning, and charitable giving strategies tailored to individual and business needs.
How is Lockshield Partners different from other financial advisors?
Our Christ-centered approach combines comprehensive financial planning with personalized service and over 25 years of local community expertise.
What accounting services are available?
We offer tax preparation for individuals and businesses, payroll processing, bookkeeping, and consulting services year-round.
How are investment management fees structured?
Fees are 1.1% for portfolios under $100,000 and 1% for over $100,000 with no commissions or trading costs.
Do you serve clients outside Kentucky?
As a Registered Investment Advisor, we primarily serve Kentucky residents but can work with clients in other states under applicable regulations.