Helping you create financial freedom
All Financial Services
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 Inssurance
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 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.
