What We Do

What We Do
Lowrey Financial Group is a comprehensive retirement planning firm that helps WI, IL and New England’s soon to be retired and retired residents effectively plan for and prepare for their retirement and Long-term care needs. Allow our team to help you with the following:

  • Protect and preserve your retirement savings and investments
  • Create an income plan for retirement
  • Plan for long-term care medical needs
  • Develop and implement an estate plan

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. Count on us as your retirement professionals to help you get to and through your golden years.

We provide the retirement and Long-Term Care guidance you need, delivered with the service that you deserve. When working with Lowrey Financial Group, you can retire with confidence: