What We Do
Lowrey Financial Group
Lowrey Financial Group is an independent financial services firm that helps soon-to-be retired and retired residents in New England effectively prepare for their retirement and long-term care needs. Allow our team to help you with the following:
- Protect and preserve your retirement savings.
- Create an income plan for retirement.
- Solidify your Estate planning needs.
- Plan for the cost of long-term care.
- Develop and implement a legacy plan.
In today’s new and challenging economic environment, you must not only save and invest strategically in order to retire, but you must also take distributions from your accounts during retirement in the most efficient manner. Count on us as your retirement professionals to help you get to and through your golden years.
We create retirement strategies personalized to your needs, delivered with the service that you deserve. When working with Lowrey Financial Group, you can be assured that you will retire with confidence.
Schedule Your Meeting
To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, fill out the form below: