"I take the time to get to know you — your goals, priorities, and comfort with risk — and then design a personalized plan built to move you toward the future you want."
- Marc Lowe CFP
Services
Retirement Income Planning
Is your retirement income built to last?
Creating a reliable income stream in retirement takes more than saving — it requires a coordinated plan that balances growth, protection, and flexibility. We help you turn your assets into predictable income, optimize withdrawal strategies, and align your resources with your lifestyle goals — so you can retire with confidence and peace of mind
Tax Mitigation
Are you doing everything you can to minimize taxes?
Tax planning isn’t just about filing returns — it’s a year-round strategy that can significantly impact your wealth over time. We help you identify opportunities to reduce your tax burden, optimize income and investment decisions, and align your tax strategy with your broader retirement and legacy goals — so more of your money stays working for you.
Social Security Planning
Are you maximizing your Social Security benefits?
Social Security is a cornerstone of retirement income, but the difference between a good strategy and a great one can add up to hundreds of thousands of dollars over a lifetime. We help you evaluate your claiming options, coordinate benefits with your spouse, and integrate Social Security into your broader retirement plan — so you can make the most of what you’ve earned
Legacy planning
Is your estate plan built to protect what matters most? Estate planning is more than just drafting documents — it’s about creating clarity, reducing uncertainty, and ensuring your wishes are carried out exactly as you intend. We help you design a thoughtful plan that safeguards your assets, minimizes taxes, and provides a smooth, efficient transfer of wealth to the people and causes you care about.
Medicare Choice Guidance
Are you confident in your Medicare strategy?
Choosing the right Medicare coverage is about more than picking a plan — it’s about coordinating healthcare decisions with your broader retirement goals. We help you navigate enrollment options, compare costs and coverage, and design a strategy that aligns with your long-term financial plan, so you can protect your health and preserve your wealth throughout retirement.
Charitable Gifting Planning
Are you making the most of your charitable giving? Strategic philanthropy can do more than support the causes you care about — it can also create meaningful tax advantages and strengthen your overall financial plan. We help you design a gifting strategy that aligns with your values, maximizes tax efficiency, and preserves your wealth for future generations.
Business Exit Planning
Are you prepared for a successful business exit?
Selling or transitioning a business is one of the most significant financial events of your life — and the decisions you make can shape your legacy for decades to come. We help you design an exit strategy that maximizes the value of your company, minimizes taxes, and aligns the proceeds with your long-term wealth, retirement, and estate goals
Want to learn more about securing your financial future?
​Let us show you how we’ve helped many people retire
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One size doesn't fit all. We offer personalized strategies that fit your unique financial situation and retirement aspirations.