Hi! I’m Marc Lowe, CFP®
I help retirees & pre-retirees approaching retirement live their best lives.​
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At In The Money Retirement, we specialize in creating custom portfolios and unique financial planning solutions to improve the quality of retirement.
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Are We the Right Fit for You?
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If you're looking for a trusted partner to help you grow, protect, and pass down your wealth, we’d love to connect.
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In The Money Retirement is a virtual practice serving clients nationwide. We would be happy to meet in person in Connecticut.
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BOOK YOUR FREE INITIAL CONSULTATION
FAQs on the Free initial consultation
What does an initial consultation cover? On this call we will focus on these 3 topics: 1) Get to know one another better 2) For me to understand more about your specific situation and what you want to accomplish, and 3) For you to learn about our process and how we can help you ​
What do I need to have ready for our first initial consultation? Nothing. If you have any questions feel free to jot them down before the meeting so you don't forget.
Will the initial consultation be a Video call or a phone call? We default to a ZOOM call but you can choose a phone call if you like, just let us know.
What happens after the initial consultation? You can decide if you want to work with me or walk away thinking about your finances differently!