CRAFTING FINANCIAL CONFIDENCE
Let’s take the first step together and help you establish your plan
Our Services
Helping you craft financial freedom
Retirement Strategies
We create personalized, stress-free financial strategies that blend smart investing and reliable income to help you enjoy the retirement you’ve earned.
Tax Strategies
We help you navigate complex tax laws with personalized strategies that maximize your retirement income and keep more of your money working for you.
Long-Term Care Planning & Asset Protection
We protect your assets and help you prepare for life’s uncertainties and rising health costs.
Estate Planning
We help you build a clear, tax-efficient legacy plan to protect your wealth, avoid probate, and ensure your wishes are honored for future generations.
Life Insurance
We help you choose the right life insurance strategy to protect your loved ones and leave a meaningful legacy with long-term financial security.
Your Money,
Your Plan
We customize retirement planning strategies to manage your money and ensure your assets are preserved and working for you. As an independent financial services firm with 20-plus years in the industry, we take a holistic approach with our “Financial Confidence Plan” which focuses on creating income, minimizing tax and financial risk, cost effective healthcare solutions and legacy planning.
Why Choose US
Personalized 5-Step Plan to Financial Independence
1. Vision
What are you goals? What is your risk tolerence
2. Evaluate & Assess
We analyze your resources, identify key issues and conduct a comprehensive analysis
3. Build Your plan
We share key issues, address questions, share our findings from your Financial Confidence Analysis
4. Implement Strategy for Success
We handle account transfers, organize and set up accounts, customize your plan
5. Live with financial Confidence
With your personalized Financial Confidence Plan and conducted bi-annual reviews as needed, live your life with a peace of mind
Lowrey Financial Group’s founder and CEO, Jake Lowrey, shared tips on achieving financial confidence, discussed retirement trends and news, interviewed experts, and provided wealth-building guidance every week on his radio show, Mass Wealth Radio.
Jake regularly took calls and answered questions on a wide variety of financial topics — from tax strategy to estate and retirement planning — offering valuable insights on navigating market volatility. Over the course of more than 100 episodes, Mass Wealth Radio became a trusted voice across New England and beyond.
The weekly program aired in Boston on WRKO-AM 680 on Saturdays at noon; in New Hampshire and Vermont on WNTK 99.7 FM, WUVR 98.9 FM, and 1490 AM on Saturdays at 8 a.m. The show also remained available on demand via the iHeart Radio app.
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Get Your Custom Plan
Contact us to schedule your complimentary consultation and receive a strategy tailored to your goals and lifestyle. Our team will be in touch within 24 hours to help you take the next step toward a secure financial future.
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