Call 855-318-8387 to set up a no-obligation meeting with one of our retirement income professionals. Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Tune in to Mass Wealth Radio with Jake Lowrey for retirement tips, talk and advice while you drive!
Lowrey Financial Group is an independent financial services and insurance firm that helps soon-to-be retired and retired residents in Wisconsin, Illinois and New England effectively prepare for their retirement and long-term care needs.
Lowrey Financial Group is an independent financial services and insurance firm that helps soon-to-be retired and retired residents in Wisconsin, Illinois and New England effectively prepare for their retirement and long-term care needs.
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Lowrey Financial Group is an independent financial services firm that helps soon-to-be retired and retired residents in New England effectively prepare for their retirement and long-term care needs. In today's new and challenging economic environment, you must not only save and invest strategically in order to retire, but you must also take distributions from your accounts during retirement in the most efficient manner.
The team at Lowrey Financial Group works in an ethical and professional manner to help guide you to retirement success and plan your long-term care needs. We are a relationship-driven organization committed to creating customized strategies to help you achieve your retirement goals. Allow us to educate you on the various retirement and long-term care planning strategies, so you can begin heading toward a brighter financial future.
You have made it to your retirement destination. Your path to retirement may have been full of peaks and valleys, but now is the time to simply enjoy your life's work and let your retirement plan go to work for you. To get the most out of your retirement, count on Lowrey Financial Group to help you.
Ensure heirs receive what was intended through proper beneficiary designations, probate protection and tax-reduction strategies. For more personalized guidance on how to design and implement a comprehensive estate plan, call 855-318-8387 and schedule a complimentary Estate Plan Review with one of our "retirement guides."
Lowrey Financial Group has vast knowledge in helping our seniors and their families plan for their long-term care needs. As we age, our medical or long-term care expenses usually increase - sometimes dramatically. Our team will provide you with information to help address the rising costs of long-term care.
Reviews (1)
Jim Pajak
Aug 02, 2019
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Jake is a wonderful financial advisor and a great person. He was a tremendous help to my 91 year old mother when she needed to enter an assisted living facility. He helped her apply for and receive the Veteran's benefit she was entitled to because my father was a World War II combat vet. Needless to say there were no big commissions in this transaction. But Jake was with us every step of the way, and we could not have done it without him. He is a good-hearted professional!
