Locke Asset Management

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

Phone:

571-271-5125

E-mail:

alocke@lockeadvisory.com

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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Newsletters

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

LTCI Cost of Waiting

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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