At Lohr & Company, we understand the concerns you face as you plan for your retirement and enter one of life's greatest transitions. Rather than fall prey to Wall Street speculations or the hot stocks of the moment, we combine a research-driven investment process with personalized advice to deliver comprehensive financial solutions. Our mission is to help you make wise financial decisions and work toward your long-term goals, combining our experience in financial planning with our disciplined approach to investing.
Services
Lohr & Company was founded by Greg Lohr in 1993 to help more people achieve their dream of a secure and comfortable retirement. In 2015, Greg's son Ethan joined the family business to partner with his father and further their mission of helping people make sound financial decisions with fiduciary care.
Our financial planning services take a holistic view of your financial picture. Even though we specialize in retirement planning and retirement income planning, we know that this aspect of your financial life encompasses many other components. We realize that our clients sometimes need to speak with other competent professionals for advice in these areas.
We are best positioned to serve clients who are genuine, hardworking, family-oriented, and willing to listen. Our clients' motivations go beyond merely reaching financial goals; our clients have financial goals that help them reach their lifestyle and legacy goals, which are perfectly aligned with their values.
Unlike the majority of advisory firms that seek to serve as a jack-of-all-trades, we focus our energy, education, knowledge, and research on retirement planning and retirement income. We dedicate our energy to becoming the best that we can be in one field, rather than spread ourselves thin across all financial planning areas.
In the digital age the questions of what to keep and for how long feel just as confusing as ever. Here's our rules of thumb. If you or family members are dealing with the burden of budgeting every month for a student loan, you're not alone. Selling a home can be unpredictable and time consuming. By being as prepared as possible, you can keep the process moving and achieve the optimal price in the current market.
Reviews (1)
Jason M.
Jul 29, 2019
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If you're looking for sound and solid financial advice, look no further. These folks are top notch from the start. Greg and Ethan (father and son) make a great team. I voice the feelings of many by saying that our family is thankful for the thoughtful, wise and caring service that Lohr & co provides.
