Don’t Leave Your Retirement to Chance
What happens if you don’t have a solid exit plan?
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Feel anxious about your retirement finances.
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Face uncertainties during the sale process.
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Overpay in unnecessary taxes on your sale.
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Leave your future to luck instead of planning.
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Experience regret over missed opportunities.
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Risk losing wealth during a business sale.
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Make costly mistakes that cannot be undone.
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Struggle to find a sustainable income.
We are here to help:
Think Strategically About Your Business
Sell Your Company
Own Your Financial Independence
Achieve Financial Freedom After Your Exit
Secure your wealth and enjoy retirement stress-free.
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Tailored exit strategies that protect your profits.
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Expert guidance through every phase of the process.
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Proactive tax planning to minimize your liabilities.
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Ongoing support for a financially stable retirement.
Dedicated to Your Successful Business Transition
Owning a business often means sacrificing time, energy, and—unintentionally—attention to your own personal financial well-being. We understand how easily personal planning can take a back seat while you’re focused on running and growing your company.
👉Most of the business owners we work with are looking for clear, strategic guidance to ensure their family’s financial security long after their business chapter closes.
👉With our Certified Financial Planner™ (CFP®) credentials, specialized planning tools, and deep experience guiding entrepreneurs through the transition process, we help you design and execute an exit strategy that protects your wealth, minimizes tax impact, and positions you for success in your next stage of life—whether that means retirement, a new venture, or simply more time to enjoy what you’ve built.
Are We the Right Fit?
Work with Us
Are We the Right Fit?
Choosing the right financial advisor is about more than credentials—it’s about working with someone who understands your world and the challenges you face. We may be a strong fit if you:
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Own a business and are preparing to sell as you transition into your next stage of life.
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Want a clear, well-structured exit strategy but don’t have the time or expertise to build one yourself.
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Value an ongoing partnership with a financial advisor who can help you stay aligned with your goals, adapt to change, and make confident financial decisions year after year.
3 Simple Steps to Plan Your Exit
Take control of your retirement with confidence.
1. Schedule Your Consultation
2. Share Your Details
3. Receive Your Tailored Plan
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Talk with us about your needs and goals.
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Provide me with core financial data for analysis.
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Take action on tailored recommendations to protect your future.
Services
Financial Planning
Risk Management
Investment Management
Cashflow Management
Exit Planning
Retirement Planning
We’re Here to Help You Navigate This Journey
With our expertise, you’ll feel empowered to make informed decisions.
10+ Years of Expertise
Specialized advisor for small business owners.
Certified Financial Planner
We hold the gold-standard certification in financial planning.
Thanks to our guidance, they can finally relax about my their finances.
Anticipating Challenges Before They Arise
Your Partner in Exit and Succession Planning
For many Connecticut business owners, the next stage of life brings a big question: Have I been so focused on running my company that I’ve overlooked how to turn it into lasting financial security?
At In The Money Retirement Planning, we guide business owners through a clear, comprehensive process to help them confidently prepare for life after the business—knowing exactly what they’ll need for their company to continue supporting them and their families.
As an independent Registered Investment Advisor based in New London, CT, we specialize in working with owners of privately held businesses generating under $25 million in annual revenue. We act as your long-term financial partner, helping you navigate every part of the transition—from taxes and insurance to estate planning and investment strategy—so you can move forward with clarity, confidence, and a plan that works.
Are you overwhelmed with uncertainty about retirement?
You’re not alone in this journey.
Many New England business owners feel the pressure of preparing for retirement, unsure of how to transition their hard-earned wealth. Our specialized, three-phase planning process for business exits ensures you have a clear and tax-efficient exit plan. With our guidance, you can confidently navigate the sale process, protect your wealth, and achieve a financially secure retirement without the stress of uncertainty.
Meet Marc Lowe CFP®, Founder
Marc Lowe earned his Bachelor of Arts from Northeastern University. He is a Certified Financial Planner and Member of :
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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. Unlike much of the Financial Industry, I do not sell commissioned products. No Surrender Fees Ever.
Transparency
Independently Owned Because I am not tied to any large Bank, Brokerage, Insurance Company I do not answer to anyone but you.