Retirement Services

We are 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. We take a holistic approach, analyzing your entire financial life, taking into accounts the most up-to-date trends, market volatility, health care and housing needs, legacy planning and more.

Our team will work with you to:

• Optimize and preserve your retirement savings
• Create an income plan for retirement
• Solidify your legacy planning needs
• Plan for the cost of long-term care
• Develop and implement a legacy plan 

In today’s new and challenging economic environment, you must not only save and invest strategically to retire, but you must also take distributions from your accounts during retirement in the most efficient manner. We personalize a strategy to ensure you are potentially maximizing assets, taking advantage of market changes, new rules and products, and tax laws. We do the heavy lifting so you can spend more time enjoying the rewards.

At Lowrey Financial Group we help you Create Financial Freedom.

DISCLAIMER: Insurance products are offered through the insurance business Lowrey Financial Group.