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Send Us Your Retirement Questions!

We specialize in generating income from your investments, so you can have the retirement you deserve.

Because your money doesn’t retire, YOU do!

Sign Up for Our Free Educational Video Series.

Click here to preview a short, animated video about the dangers of becoming overconfident in the amount you’ve saved for retirement, and the importance of having the right investment strategy regardless of the size of your nest egg. If you like what you see, you can sign up to watch the entire video, plus other helpful videos, in our animated series.

Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules...

The Social Security program was signed into law in 1935 after the nation had endured more than a...

How Living Expenses Change During Retirement. There are some upsides to being a retiree - senior discounts...

Welcome

Poole Locke Associates

Poole Locke Associates aims to provide our clients with the best investment and financial education so they can better understand how to leverage their investments and maximize their retirement income.

Highly Trained Staff

Fast & Efficient Service

Unique Solutions

We can take your retirement

to the next level with our premium services.

In the Media

Latest Up to Date

Financial Reports

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Financial Calculators

Call or email our office today to set up a

FREE FINANCIAL ANALYSIS!

302.439.0733

If you know of a friend or family member who needs our services, please contact us and we will be happy to help them.



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