James F. Locke

About The Author

JAMES F. LOCKE is an SEC Series 65 licensed investment advisor representative with Sound Income Strategies, LLC and SEC Registered Investment Advisory firm. After years in options trading and working with institutional investment firms, he now specializes in helping retirees transition from growth-focused investing to income-focused strategies.

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Books by James F. Locke

A New View of Retirement

Transforming Investment Strategies from Growth to Income

By James F. Locke

In A New View of Retirement, financial advisor James F. Locke introduces a revolutionary yet simple approach to retirement planning that challenges conventional wisdom. While most financial advice focuses on growing assets as large as possible, Locke reveals why this strategy—which works well dur...

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