Helping you craft your financial freedom

Our Financial Planning Services
Boston, Hingham, Beverly, Waltham MA

Comprehensive Financial Services

We believe financial planning is not one-size-fits-all.
Our advisors create strategies that fit your goals, values, and lifestyle—so your money supports the future you want to live.

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.

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

Your Money, Your Plan

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 

Retirement Planning
Build a retirement strategy that ensures your income lasts as long as you do. We help you design sustainable withdrawal plans, estimate future needs, and align your savings with your lifestyle goals.
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Tax Planning Strategies​
Smart planning today can save you significantly in the future. We help identify ways to minimize taxes on retirement withdrawals, investments, and estate transfers through proactive, personalized strategies.
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Estate & Legacy Planning
Protect what you’ve built and ensure it supports the people and causes that matter most. We coordinate with estate attorneys and CPAs to help you structure your legacy thoughtfully and efficiently.
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Investment Management
Our approach to investing is grounded in discipline, not headlines. We tailor portfolios to your goals, time horizon, and comfort with risk—so your money works as hard as you do.
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Long-Term Care Planning
Healthcare costs can threaten even the best-laid plans. We help you prepare for the unexpected—exploring long-term care insurance, hybrid policies, and funding options that fit your needs.
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Social Security & Medicare Guidance
Choosing when and how to claim benefits can make a big difference. Our advisors help you navigate Social Security and Medicare so you can maximize your benefits and make confident decisions.
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Why Choose Lowrey Financial Group

We don’t believe in cookie-cutter advice.
Our mission is simple: to help you feel confident in your financial future through clarity, education, and proactive guidance.

What sets us apart : 

– Personalized strategies design around your life

– Fiduciary standard. Your interests always come first

– Local presence in Hingham, Beverly and Waltham MA

– Dedicated, long-term client relationships