Registered Investment Adviser
Live The Life You've Always Dreamed
It's Time
You studied, worked hard, defied the odds, and obtained the career you’ve always wanted. Your career, however, while rewarding, requires you to sacrifice time spent with family and friends. Working long hours just to have a few to yourself is hard, stressful, and not sustainable. It’s time to start living the life you’ve always dreamed of. It’s time to live life on your terms.
Life On Your Terms
What would life look like if you lived on your terms? Would it consist of more than going to work, going to bed, then doing it all over again? Maybe you’d work when you want, travel when you want, or even retire when you want? Whatever you choose, financial freedom is key. It enables you to spend time doing more of what you love with the people you love. Book a free virtual appointment today to learn how you can live the life you've always envisioned.
What is Lockstep Financial?
Lockstep Financial is a Registered Investment Adviser specializing in providing long-term financial advice and investment management. Our firm is also a fiduciary, which means we have a duty, an obligation, and a responsibility to always act in the best interest of our clients.
Why was Lockstep Financial Created?
Lockstep Financial was created to make sound investment advice and management accessible to all. In an industry that primarily serves ultra-high-net-worth clients, Lockstep Financial was created to be different. Our mission is to help clients achieve financial freedom and build generational wealth.
My Inspiration
My name is Kendell Phillip and I am the Founder and Chief Investment Officer of Lockstep Financial. My inspiration to help individuals and families started in 2008, which generated the worst recession in the United States since the Great Depression of 1929. I witnessed firsthand; people lose their jobs, homes, and life savings. After seeing and hearing about how the destruction of wealth impacted individuals, families, and the economy, I decided to learn more about the stock market and investing. My main goal was to prevent this from happening again to my family, other people, and myself. I soon found out that learning about the stock market and investing was not a chore; I thoroughly enjoyed it and became passionate about educating others. It is a true pleasure of mine to teach and spread financial knowledge so others may accumulate wealth and achieve financial freedom with peace of mind.
Financial Planning & Investment Services
Lockstep Financial provides a variety of planning and investment management services to address your financial needs. Click the "Your-Future" button below to see our holistic approach, then, book a virtual appointment today to learn more about these services. We are here to teach and explain them to you.
Retirement Planning
Are You On Track To Retire?
We save what we can when we can but is it enough? Figuring out how much money you need to retire can be difficult. Lockstep Financial is here to help. We perform a stress test to ensure you have enough saved in the event unexpected scenarios occur such as higher taxes, reduced social security benefits, a market crash, and a surge in inflation.
College Planning
Are You Saving Enough College?
You want your child to have the brightest future with limitless opportunities. College can make that possible. But how much will they need and when should you start to save for them? There are many college savings options available. Let Lockstep Financial help you figure out which option is the best.
