Marc Lowe CFP®
Marc Lowe earned his Bachelor of Arts from Northeastern University. He is a Certified Financial Planner and Member of :
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Who We Help
- Folks Nearing Retirement
- Self Employed/Small Business Owners
- Inheritance/Asset Sale Recipients
Based in New London, CT, clients seek our guidance because they recognize the growing complexity of their financial lives and the time, energy, and expertise it takes to ensure everything is aligned with their goals. They come to us for clarity, coordination, and confidence in their financial future.
Are We the Right Fit for You?
If you’re looking for a trusted partner to help you prepare for, transition into, and confidently live out your dream retirement, we’d love to connect.
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.