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Business Owners
I know you have a lot on your plate.
Between running your business, managing employees, taking care of customers, and keeping cash flow moving, finding time to think about retirement probably isn't high on your priority list.
But eventually, something changes.
Maybe you're missing family events because the business needs you. Maybe you're feeling burned out. Or maybe you just want the freedom to take a few months off without worrying about what happens while you're gone.
That's where I come in.
I want to help you build wealth outside your business, improve your cash flow, reduce financial risks, and create a plan that doesn't depend entirely on selling your business someday.
Because retirement doesn't necessarily mean closing your doors.
It means having the financial freedom to decide when, where, and how you work.
Let's help make work optional as early as possible.
Let's build a financial plan that gives you more control over your business, your time, and your future.
— Marc Lowe, CFP®
Marc Lowe, CFP®
Over 10 Years of Experience With a Focus on Retirement Planning
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CFP® professional
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Financial services experience since 2015
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Fee-only fiduciary
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Retirement income specialization
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Planning-only and investment management options
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Serving clients throughout Connecticut and all 50 states with online meetings
Retirement Topics
How Much Can I Spend In Retirement?
How Can I Reduce Taxes in Retirement?
Can I Afford to Retire?
When Should I Take Social Security?
Roth Conversion Planning
Medicare Planning
Retirement Investment Strategy
Creating Your Retirement Paycheck
Retirement Tax Planning
Required Minimum Distributions
Where Are You On Your Journey?
Where Are You On Your Journey?
10-15 Years From Retirement
5-10 Years From Retirement
1-5 Years From Retirement
Already Retired
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.