William R. Locklin
Locklin Financial

Tel: (951) 676-2010
43418 Business Park Drive
Temecula, CA 92590

Bill Locklin, MBA, CFP


About Locklin Financial

Bill Locklin, CFP, is a veteran of over 35 years as a financial planner, and finds that many of his clients were born around 1962 or before. Whether still working, or retired, they may come from professional, technical, education, engineering, and management backgrounds. Many are entrepreneurs.

Bill is a "safe" money specialist, and does not encourage speculation. He works with people that have money they don't want to lose or outlive. Clients seek his advice when they are concerned about their safe money options. They want their money to last as long as they do.

Bill uses strategies designed to achieve lifetime income unburdened by taxation and that limit the risk that exists with many investments. These tax saving and asset protection strategies are applicable to money held in savings accounts, CDs, 401Ks, IRAs, mutual funds, stocks, bonds, annuities, insurance, and any other type of investment or savings vehicle.

People feeling vulnerable to tax and market losses, or feeling concerned about the actions of politicians, may want to meet with Bill for a complimentary session.

Anyone who may want to learn how the wealthy utilize little-known tax codes, and how they might benefit personally from them, may find a meeting with Bill very enlightening.

LOWER TAXES mean more spendable cash, and this can allow retirees to maintain their dignity and life-style during retirement.

35 Years of Experience


  • CRD# 29604
  • Insurance License# 0401836
  • Series: 7, 24, 63
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General Information

Firm Start Year:   1970
No.of Employees:   2-4
Insurance License#:   0401836
Name of Broker/Dealer:   National Planning Corporation
States Licensed in:   CA, AZ, FL, NC, UT, NV
Number of Years with Current Firm:   13
Work Experience:   Safe money specialist - for the money you don't want to lose or outlive. Bill works with people who feel vulnerable to tax and market losses, or that are concerned about the actions of our politicians.
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services

Investment Types:   Bonds , Stocks , Mutual Funds , Annuities , Insurance , Safe Money Options
I can meet clients in the following ways:   At my office , At your home , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Health , Life , Variable Annuity , Variable Life , Long Term Care
Financial Organization Memberships:   Former IAFP Chapter President
Non-Financial Organization Memberships:   Rotary Club of Temecula


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets , Flat Fee , Commissions , Hourly



Faqs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? BS, Mechanical Engineering; MBA, Finance and Economics; CFP, Certified Financial Planner
  • What is your approach to financial planning? Doing my best to assure that your money lasts as long as you do.
  • What services do you offer? Full service financial planning
  • How many clients do you currently manage? 100
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William R. Locklin

William R. Locklin

CERTIFIED FINANCIAL PLANNER™ Certificant, MBA - Finance and Economics

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My Services


Financial Planning for Individuals

Yes. Please inquire to understand my background and capabilities in this area.


Financial Advice & Consulting

Yes. Please inquire to understand my background and capabilities in this area.


Retirement Planning

Yes. Please inquire to understand my background and capabilities in this area.


Communities Served

Aguanga Bonsall
Carlsbad Corona
Escondido Fallbrook
Hemet Homeland
Ladera Ranch Lake Elsinore
Menifee Murrieta
Oceanside Pauma Valley
Perris Rancho Santa Margarita
San Clemente San Juan Capistrano
San Marcos Sun City
Temecula Trabuco Canyon
Valley Center Vista
Wildomar Winchester
and all surrounding areas

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM