Don’t worry about your future… Plan for it.

Adriann Locke, Co-Owner of Thierman Financial.

Adriann Locke, Co-Owner of Thierman Financial

Educating people on what debt is and how to get out of it or avoid it, how to grow their own wealth, as well as how to protect themselves by having insurance and emergency savings are some examples of what makes Adriann Locke stand out as a financial advisor.

When Adriann was in school, she knew she wanted to be in the financial industry but couldn’t articulate exactly what it was she wanted to do.  It wasn’t until she reached her 30s that she realized what she wanted to do was to help people not only make goals regarding their financial health, but to meet them, too.

It was good timing and a bit of luck that gave her the opportunity to join Thierman Financial in 2015.  Adriann became a financial advisor shortly after joining the team and is licensed in segregated funds and insurance, as well as having her Certified Financial Planner (CFP) designation.  She also has a designation as a Certified Executor Advisor (CEA), which lets her help people successfully administer their loved one’s estates.  She recently became a partner at Thierman Financial and is excited about what the future will bring.

Why work with a financial advisor?

One thing that Adriann noticed early in her career was that many people don’t think they need a financial advisor because they aren’t “wealthy”.  A financial advisor isn’t just for people with money.  At any stage of life and at any income level, people have financial choices to make.  Anyone can benefit from working with a financial advisor.

Everyone has dreams, goals and important decisions to make in life.  At Thierman Financial, we’ll help you select the appropriate investment, insurance, and lending solutions to help you achieve your goals.

Financial planning is an ongoing process that takes into account the whole you: your dreams, your goals, and your current financial situation. The result is a custom-tailored strategy that will help you achieve your financial goals now and in the future.

Thierman Financial can help you at all stages of life, whether you’re:

  • Starting out in life
  • Having kids
  • Buying your first home
  • Experiencing changes in marital status
  • Thinking about retirement
  • Have questions about pension options
  • Business owners
  • Professionals
  • Have “lumpy” income (such as commissions)

We can help you to:

  • Minimize the taxes you pay
  • Maximize your investment returns
  • Manage your day-to-day cash flow more effectively
  • Make your retirement years more comfortable and secure
  • Increase your savings and optimize the growth of your wealth
  • Save for special goals, like higher education for children
  • Look after your dependents in case of death or disability

The last thing Adriann wants is for people to stress out and lose sleep about money and their future.  Our advice is always free, so “Don’t worry about your future… Plan for it.”