Lockton and Lockton Affinity

Our process simplifies will help you:

Simplify the Complicated

Managing your finances can feel overwhelming, but we simplify the process. From budgeting and saving to investing and beyond, our comprehensive approach ensures financial organization, planning, retirement, insurance, legacy, and tax strategies are aligned and manageable.

Navigating Lockton Retirement Choices

The Lockton Retirement 401(k) offers a unique feature that allows us to actively manage your retirement assets. With my guidance, we can work to maximize your returns while ensuring continuous communication and strategic adjustments to keep your financial goals on track.

Ongoing Financial Advice

Your life evolves, and we're here to provide continuous support. From Lockton employee benefits—health, life insurance, and HSAs—to personalized financial guidance, we’re committed to helping you and your loved ones navigate your financial journey with confidence.

What Can You Expect

We value your time and have designed our process to efficiently address your most pressing needs.

We start by getting to know you through in-depth conversations – involves understanding your unique financial situation and developing a strategy to manage your income, expenses, savings, and future goals.

We take the time to understand your financial resources, including your Lockton 401(k) investment options. Using this knowledge, we create a clear and comprehensive financial blueprint tailored to provide you with confidence and clarity in managing your finances.

Managing your investments in your Lockton 401(k) plan and other accounts can often feel overwhelming. We simplify the process by helping you understand your investment holdings and providing a clear review that covers key aspects such as costs, performance, and more. Most importantly, we ensure your portfolio aligns with your risk tolerance and overall financial plan.

Schedule a 30-minute introductory call below.

Jim Watson specializes in helping you navigate your financial journey and building a secure future.

Whether you’re planning for retirement, managing day-to-day finances, or pursuing long-term goals, Jim offers personalized financial advice designed to help you grow and protect your wealth.