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.
CFP® Professional
Don’t Leave Your Wealth to Chance
Without a strategic plan, your financial future can be uncertain, leaving your hard-earned wealth vulnerable to unexpected setbacks.
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End up with unnecessary tax liabilities.
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Struggle to make informed financial decisions.
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Worry about insufficient income during retirement.
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Face financial setbacks due to poor planning.
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Feel anxious about your retirement savings.
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Risk losing wealth during a business sale.
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Miss out on maximizing Social Security benefits.
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Live in uncertainty regarding your financial goals.
Unlock Your Financial Confidence
With personalized financial strategies designed to lower your lifetime tax bill and grow your wealth, you can enjoy peace of mind knowing your financial future is secure.
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Lower your lifetime tax bill with expert strategies.
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Comprehensive wealth management for pre-retirees.
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Expert guidance on investment and savings options.
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Dedicated support in retirement planning and execution.
Why Work with a CFP?
I'm Here to Guide You
With a decade of experience, I specialize in complex wealth challenges.
10 Years of Expertise
Developing customized financial plans that secure futures.
Certified Financial Planner
Trusted advisor for pre-retirees and small business owners.
Thanks to my guidance, they can finally relax about my their finances.
WealthGuard
Assets Under management < 200k:
Pricing: $299/month
Assets Under management > 200k:
Pricing
AUM 1.25% 200k - 500k
1% 500k - 1 M
.9% 1M- 5 M
.75% 5M+
Key Features:
Financial Planning + Investment Management
Secure your financial future with WealthGuard! I empower pre-retirees and small business owners to tackle complex tax issues, estate planning, and Medicare guidance. Enjoy tailored strategies for wealth growth, including business exit planning and charitable gifting. Don't let uncertainty hold you back—schedule your consultation today and elevate your financial confidence!
✅ Investment Management 👍
✅ Insurance Coverage Analysis 👍
✅ Legacy Planning 👍
✅ Account Withdrawal Strategies 👍
✅ Medicare Choice Guidance 👍
✅ Social Security Planning 👍
✅ Tax Strategy & Roth Conversion Analysis 👍
✅ Long-Term Care Analysis 👍
✅ Charitable Gifting Planning & Execution👍
✅ Asset Allocation Recommendations 👍
✅ Portfolio Rebalancing 👍
✅ Debt Paydown Strategies 👍
✅ Business Exit Planning 👍
✅ Automated Money Withdrawals/Deposits👍
✅ Cost-Efficient Investing👍
✅ Tax Loss Harvesting 👍
✅ Tax Strategy Execution👍
✅ Small Business Retirement Planning👍
Feeling anxious about your financial future?
I'm here to help.
Tailored strategies to secure your wealth.
Navigating retirement can often feel overwhelming, especially for pre-retirees and small business owners. You worry about how to lower your lifetime tax bill, keep up with rising costs and secure your financial future. At In The Money Retirement Planning, I provide tailored financial strategies that not only help you manage and grow your wealth but also alleviate the anxiety that comes with complex financial decisions. With over ten years of experience as a Certified Financial Planner, I specialize in addressing the unique needs of your retirement journey. By scheduling a consultation, sharing your basic financial information, and implementing our strategic recommendations, you’ll gain financial confidence & clarity.
3 Simple Steps to Secure Your Dream Retirement
It’s never been easier to build your retirement plan.
1. Schedule Your Consultation
2. Share Your Details
3. Receive Your Tailored Plan
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Let’s discuss your retirement goals and expectations.
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Provide me with core financial data for analysis.
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Take action on tailored recommendations to protect your future.
Meet Marc Lowe CFP®, Founder
Marc Lowe earned his Bachelor of Arts from Northeastern University. He is a Certified Financial Planner and Member of :
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