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Hey, I'm Marc Lowe.

You’ve done a lot right already.

Now, you need an upgrade to streamline and optimize with a partner that does it all - estate, taxes, investments, retirement, business planning. Relax, I got you.

Serving clients locally and nationwide.

ABOUT MARC

WHAT I DO

SCHEDULE A CALL

How We Can Work Together

Personal Retirement Service Models

Advice-Only Planning

Ideal for:

Couples with most of their assets tied up in 401k, business or real estate

This service is built for people who want guidance on major finaincial planning areas like Taxes, Insruance, Estate & Investments without having to meet asset minimums for traditional asset management firms.

I act as your strategic partner, helping you think through the decisions that actually move the needle.

What this includes:

Retirement planning and income strategy
Tax-efficient withdrawal and Roth conversion planning
Investment allocation guidance (you implement)
Risk management and insurance review
Estate Planning
Ongoing decision support as life evolves

Full-Service Planning & Investment Management

Ideal For:

Couples nearing retirement who want to delegate and can't afford the wrong advice.

This is for clients who don't want to spend time rebalancing their accounts and combing through their tax returns.

We don’t just give advice—we manage your investments too.

What this includes:

Everything in Advice-Only Planning
Professional investment management and rebalancing
Tax-aware portfolio design and implementation
Coordination with your CPA and estate attorney
Ongoing monitoring, adjustments, and proactive planning

Business Owner Service

Fractional CFO

Ideal For:

Business owners in the growth phase who need help getting their business back on track.

Most businesses hit a point where they stagnate or hit a rough patch. This service is designed to turn a stalled business into an asset that will look to become an important part of your retirement plan.

We help you build or improve upon your Business Plan and provide Cashflow Projections along with guidance on how to build value within your business.

What this includes:

Business plan design (revenue model, pricing, cost structure)
Cash flow Projections
Negotiate with Lenders
Owner compensation and tax strategy
Systems for tracking KPIs and financial performance
Decision-making framework for growth (hiring, expansion, reinvestment)
Ongoing accountability and execution support

SCHEDULE A CALL

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.