What We Do

Lowrey Financial Group

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. Allow our team to help you with the following:

  • Protect and preserve your retirement savings.
  • Create an income plan for retirement.
  • 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 in order to retire, but you must also take distributions from your accounts during retirement in the most efficient manner. Count on us as your retirement professionals to help you get to and through your golden years.

We create retirement strategies personalized to your needs, delivered with the service that you deserve. When working with Lowrey Financial Group, you can retire with confidence.


Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@lowreyfinancial.com or call us at 855-318-8387 today!