Marc Lowe CFP®
Marc Lowe earned his Bachelor of Arts from Northeastern University. He is a Certified Financial Planner and Member of :
.jpeg)
Who We Work With
Based in New London, CT, clients who benefit the most from our services are those looking to live their best lives in retirement.
They seek our help because they realize the demands on their time, energy, and inspiration to devote to their personal finances.
Are We the Right Fit for You?
If you're looking for a trusted partner to help you grow & protect your wealth we’d love to connect.
Stop fearing you are missing out on opportunities to grow your net worth.
About Us
Empowering You to Build & Preserve Wealth for Generations
At In The Money Retirement, our mission is to help retirees & pre-retirees live their best lives in retirement.
We partner with them and their families to strengthen their retirement plans through trust, education, and unbiased advice. By focusing on equity ownership, long-term planning, and cutting-edge financial technology, we provide the tools and strategies our clients need to secure their financial futures.
Why Choose Us?
👉 Personalized Strategies – No cookie-cutter advice. We tailor financial plans to your unique goals and career trajectory.
👉Unbiased Guidance – We act in your best interest, providing transparent and objective financial planning.
👉 Long-Term Vision – Our focus is not just on growing wealth but also preserving it.
👉Tech-Forward Approach – We leverage the latest financial technologies to deliver smarter, more efficient solutions.
Let’s Build Your Legacy Together
Your financial future starts today. Whether you're looking to build wealth, protect your assets, or create a lasting legacy, we're here to guide you every step of the way.
Fee-Only & Fiduciary If you have spoken to a financial advisor before there is a strong chance that you have spoken with a Stockbroker and/or insurance representative who receives a hefty commission check for a product they are selling. The fees of commission-based agents and brokers are tied to specific products and transactions. This model misses completely much of what clients need. Although even commission-based agents can serve their clients in unique ways, product commissions seem a backhanded way to acquire comprehensive wealth management.
Fiduciary
No Commissions. No Surrender Fees. No Asset Minimums. Unlike much of the Financial Industry, I do not sell commissioned products. No Surrender Fees Ever.
Transparency
CFP® Professional In the Money Retirement is a full-time fiduciary. We adhere to the definition of fiduciary under the Investment Advisers Act of 1940, the fiduciary guidelines under the CFP Board, and being fee-only to meet the standards set by NAPFA, the National Association of Personal Financial Advisors. Beware, some advisors are held to a fiduciary standard only when offering advice and not when implementing the advice (selling you products). These are known as fee-based or dually-registered advisors. If you see “securities offered through…Member SIPC, FINRA” at the bottom of an advisor’s website, it means they get paid to sell you products. This is very different from our fee-only business model.