Lock Wealth Management

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  description: "Lock Wealth Management is an independent, fee-only registered investment advisor founded by CFP® practitioner Ben Loughery, specializing in comprehensive retirement planning and wealth management for people aged 50+. The firm helps pre-retirees and retirees transition confidently from saving to spending through personalized plans covering retirement income timing, Social Security coordination, tax-efficient withdrawals, estate planning, insurance review, and cash flow planning. Lock Wealth manages all available assets to deliver fully integrated financial advice, serving clients across the United States remotely with a focus on reducing complexity and building long-term confidence.",
  url: "https://www.lockwealthmanagement.com/",
  telephone: "+1-404-590-6884",
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    streetAddress: "1372 Peachtree St NE",
    addressLocality: "Atlanta",
    addressRegion: "GA",
    postalCode: "30309",
    addressCountry: "US"
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    longitude: -84.3865242
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  areaServed: "Atlanta, Georgia and nationwide (remote clients)",
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