Meet Marc Lowe CFP®, Founder
Marc Lowe earned his Bachelor of Arts from Northeastern University. He is a Certified Financial Planner and Member of :
.jpeg)
You Deserve Financial Peace of Mind
What if your savings run out too soon?
-
Continue living with financial anxiety.
-
Face the possibility of outliving your savings.
-
Worry about unexpected expenses and healthcare.
-
Miss out on a fulfilling retirement lifestyle.
-
Struggle to maintain your desired lifestyle.
-
Feel confused about Social Security options.
-
Experience stress from limited Long-term care options.
-
Delay important life decisions due to fear
I Understand Your Concerns
With over 10 years of experience, I’ve helped hundreds retire safely.
10+ Years of Expertise
Over a decade of experience in creating secure retirement plans.
Holistic Financial Planning
Limit Tax Exposure. Avoid Probate Costs. Invest for You & Your Family.
Thanks to my guidance, they can finally relax about my their finances in retirement.
Live Comfortably in Retirement
Enjoy financial security and peace of mind with our custom plans.
-
Ensure your assets support your retirement goals.
-
Receive personalized strategies for withdrawals and taxes.
-
Know the optimal time to claim Social Security.
-
Save your beneficiaries time with an efficient legacy plan
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
-
Let’s discuss your retirement goals and expectations.
-
Provide me with core financial data for analysis.
-
Take action on tailored recommendations to protect your future.
Are you uncertain if your savings will last a lifetime?
You're not alone in feeling anxious about retirement.
Many retirees share the concern of not knowing if their savings will last throughout retirement. At ITMRP, we specialize in custom retirement plans designed to provide clarity and security. Our proprietary In The Money Approach ensures that all aspects of your financial future are thoughtfully considered, allowing you to enjoy a comfortable retirement without financial stress.
Wealth Builder Package
Best For: Perfect for busy professionals who want their investments professionally managed but aren’t quite ready—or don’t yet need—a full-scale financial plan.
Pricing: $199/month
Plan Transition: Converts to Complete Wealth Package after $200,000 in assets
Key Features:
- Access to Live Monthly Webinars
- Unlimited Email Support
- One annual Meeting with CFP
- Professionally Managed Portfolio
- One Page Financial Plan
- Monthly Progress Reports
Excludes:
- Tax, Estate, Insurance, Business Exit
DIY Package
Best For: Built for smart, hands-on investors who prefer to manage their own portfolios—but recognize that when it comes to taxes, estate planning, and long-term retirement strategy, expert guidance can make all the difference.
Pricing: $299/month
No Transition - Stays Subscription based
Key Features:
- Access to Live Monthly Webinars
- Unlimited Email Support
- Two Meetings a Year with CFP
- Fully Detailed Plan with action items
- Portfolio Rebalancing Recommendations
- Tax Strategy & Roth Conversion Analysis
- Legacy Planning
- Long-Term Care Analysis
Excludes:
- Investment Management
Complete Wealth Package
Best For: Individuals or couples who have built significant wealth—whether through retirement accounts, real estate holdings, or business ownership.
Pricing:
AUM 1.25% 200k - 500k
1% 500k - 1 M
.9% 1M- 5 M
.75% 5M+
Plan Transition: none
Key Features:
- Access to Live Monthly Webinars
- Unlimited Email Support
- Unlimited Meetings with CFP
- Fully Detailed Plan with action items
- Automated Money Withdrawals/Deposits
- Tax-Efficient Investment Management
- Tax Loss Harvesting
- Tax Strategy Execution
- Legacy Planning
- Long- Term Care Analysis
- Social Security & Withdrawal Planning
- Business Exit Planning
Excludes:
- Nothing.
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, we do not sell commissioned products. No Surrender Fees Ever.
Transparency
Independently Owned Because we are not tied to any large Bank, Brokerage, Insurance Company we do not answer to anyone but you.