Hey, I'm Marc Lowe CFP®,
I help Pre-Retirees (Ages 30-65) prepare for the biggest purchase of their lives.... Retirement.
You’re spending years building — your career, your reputation, your relationships. Now, the question becomes:
Am I missing out on opportunities to set myself up better for retirement?
You’ve done a lot right already. Now, you need an upgrade to streamline and optimize with a partner that does it all— financial planning, tax planning, estate services and investments. Relax, I got you.
What You Can Expect
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👉Dedicated CFP® & Thought Partner
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👉Personalized strategies covering your Retirement & Business Needs
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👉Flexible partner who does more than just manage investments
I earned my Bachelor of Arts from Northeastern University in Boston, MA.
I'm a CERTIFIED FINANCIAL PLANNER and Member of :
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Serving clients locally and nationwide.
What happens if you don’t work with a Retirement Specialist?
👉Feel anxious about your retirement finances.
👉Face uncertainties during economic downturns.
👉Overpay in unnecessary taxes.
👉Leave your future to luck instead of planning.
👉Experience regret over missed opportunities.
👉Risk losing wealth during a business sale.
👉Make costly mistakes that cannot be undone.
👉Struggle to replace your work income.
Here to Help You Address Those Hard Questions
With my expertise, you’ll feel empowered to make informed decisions.
10+ Years of Expertise
Required to act in client's best interest.
Certified Financial Planner
The gold-standard certification in financial planning.
The Financial Journey feels less stressful with a trusted guide watching over your shoulder.
3 Simple Steps to Sharpen Your Strategy
Take control of your wealth with confidence.
1. Get Your Financial Health Checkup
2. Set Your Financial Goals
3. Make Your Financial Game Plan
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Provide Basic Financial Data
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Set goals for financial security, family harmony, career advancement, asset protection, early retirement, or all of the above.
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Make your game plan with your current financial status with assets, liabilities, cash flow, insurance coverage, and tax strategies.
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.
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