Investment Management

At Poole Locke Associates, LLC, we specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies. Our investment management expertise can also provide you with access to any tradable investment available on any U.S. exchange. Services in this area include:

  • Asset Allocation
  • Wealth Planning
  • Fixed Income Portfolio Management
  • Retirement Wealth Management

Call today to learn more about our comprehensive range of Investment Management Services.

Call or email our office today to set up a FREE FINANCIAL ANALYSIS!


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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    Additionally, final expense coverage allows for you to avoid having to liquidate assets, such as stocks or bonds, at inopportune times, or to simply compartmentalize the costs that will arise, leaving the balance of your assets intact to enjoy or to leave to your heirs.

    Final expense coverage offers easy qualification and a streamlined application process. No health examinations are necessary — only a few health questions on a one-page application. Most people get coverage, even with health issues. Family support services may also be available with this coverage.

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