Are you ready to take your retirement to the next level?

Sign Up for Our Complimentary Educational Video Series

Click here to preview a short animated video illustrating some important facts about stock market history that you should know. By understanding how certain patterns tend to repeat themselves, you’ll be better prepared to sort through the Wall Street hype and focus on strategies that can help you avoid damaging losses to your retirement savings.

If you like what you see, you’ll be able to 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...


Poole Locke Associates

The goal at Poole Locke Associates is to provide the best investment and financial education to our clients so they may better understand how to leverage their retirement investments.

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

Latest Up to Date

Financial Calculators


Call or email our office today to set up a


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

    I'm interested in:

    Secure Document Upload

    Upload documents securely.
    • Drop files here or
      Max. file size: 64 MB.
      • This field is for validation purposes and should be left unchanged.