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Invest With Vision & Clarity

 

Let’s Get Started

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Your Path to Financial Freedom & Success

 

Let’s Get Started

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Pursue Your Dreams & Goals

 

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Independence: We're On Your Side

 

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Locke Asset Management

44679 Endicott Drive, Suite 300-3050
Ashburn, VA 20147

Phone:

571-271-5125

E-mail:

alocke@lockeadvisory.com

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Independence, Integrity, Competence, Experience
 

These are the core values that form the foundation of our Firm's commitment to serve our client's best interests.

​

Investment Management  |  Personal Financial Planning  |  Tax Planning & Compliance  |  Estate Planning

Financial Planning

Our personal financial planning services assist individuals and families in meeting their financial goals and priorities for retirement, education, financial independence, starting a business, key life events, major purchases and other family goals and commitments.

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Individual Tax & Business Services

In providing our clients with an umbrella of comprehensive services, we offer tax preparation and planning services for individuals and small businesses.

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Investment Management

We manage client investments by implementing a customized investment strategy tailored to each client’s objectives. We work as a fiduciary in the best interests of our clients at all times.

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck