Marc Lowe CFP®
In The Money Retirement Planning LLC
​​Financial Planning + Investments
​Fee-Only & Fiduciary
Registered Investment Advisor
Building Wealth
​​
Budget Monitoring
Debt Paydown Strategies
Retirement Projections
Roth Conversion Analysis
Account Withdrawal Strategies
Tax Prep*
Last Will & Trusts
Beneficiary Reviews
Legacy Planning*
Charitable Giving
​Long-Term Care
Life & Disability Insurance Guidance​
Social Security
Medicare Guidance
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