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Hey, I'm Marc Lowe.

You’ve done a lot right already.

Now, you need an upgrade to streamline and optimize with a partner that does it all - estate, taxes, investments, retirement, business planning. Relax, I got you.

Serving clients locally and nationwide.

ABOUT MARC

WHAT I DO

SCHEDULE A CALL

How We Can Work Together

Personal Retirement Service Models

Full-Service Planning & Investment Management

Ideal For:

Delegators

This is designed for delegators who rather spend time with their family and then sifting through financial documents and accounts.

What this includes:

Everything in Advice-Only Planning
Professional investment management and rebalancing
Tax-aware portfolio design and implementation
Coordination with your CPA and estate attorney
Ongoing monitoring, adjustments, and proactive planning

Advice-Only Planning

Ideal for:

DIY Investors

This service is built for people who want guidance on major finaincial planning areas like Taxes, Insruance, Estate & Investments without having to meet asset minimums for traditional asset management firms.

What this includes:

Retirement planning and income strategy
Tax-efficient withdrawal and Roth conversion planning
Investment allocation guidance (you implement)
Risk management and insurance review
Estate Planning
Ongoing decision support as life evolves

Business Owner Service Model

Fractional CFO

Ideal For:

Business owners

I help you build or improve upon your Business Plan and provide Cashflow Projections along with guidance on how to build value within your business.

What this includes:

Business plan design (revenue model, pricing, cost structure)
Cash flow Projections
Negotiate with Lenders
Owner compensation and tax strategy
Systems for tracking KPIs and financial performance
Decision-making framework for growth (hiring, expansion, reinvestment)
Ongoing accountability and execution support

SCHEDULE A CALL

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.