It's your money, let us help make your plan!


We Can Help!


Call 855-318-8387 to set up a no-obligation meeting with one of our retirement income professionals.



Get instant access to our Retirement Planning Kit

Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!




Tune in to Mass Wealth Radio with Jake Lowrey for retirement tips, talk and advice while you drive!

Screen Shot 2020-04-22 at 3.12.23 PM

Count On Us

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.

Upcoming Events

Are you concerned about running out of money in retirement or paying too much in taxes? Are your assets allocated according to your risk tolerance? Have you structured your financial affairs to efficiently pass on to loved ones? Are you curious how long-term care can play an important role in your retirement strategy?


If you’re concerned or curious about these and other important financial topics, then make plans to attend one of our upcoming financial workshops. Click below for dates, times and locations of our upcoming seminars.

UPDATE: Due to the COVID-19 pandemic, we will not be scheduling any events until further notice. To schedule a one on one meeting with Jake to discuss your financial future, please call our office: 855-318-8387

Screen Shot 2020-04-22 at 3.11.45 PM