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James F. Locke

James F. Locke

Investment Advisor Representative, Sound Income Strategies

James F. Locke, an investment advisor representative with Sound Income Strategies, LLC, is the author of A New View of Retirement. After years in options trading and work with institutional investment firms, he specializes in helping retirees move from growth-focused investing to income-focused strategies.

About

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.

Published Book

A New View of Retirement cover

A New View of Retirement

Transforming Investment Strategies from Growth to Income

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 during your accumulation years—can backfire dramatically in…

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