The Lowery Financial Group
Christopher R Lowery
Wealth Management Advisor|CFP®, CPA, CLU®, ChFC®, CASL®
A message from Chris.
Before I can even begin to think about your financial solutions, I first need to know you better. I start by asking questions and listening to what matters most to you when it comes to your financial security. By forging a strong relationship, I am better equipped to guide you to make smart decisions about your money. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.
The purpose of a financial plan is to support your unique needs as effectively as possible. Our goal is to give you the confidence that your plan allows you a lifetime of financial freedom to enjoy the things you love. Together, we will:
Define what matters most and what resources (5 capitals) you have available.
Design a plan with efficient strategies to help you focus on what you can control.
Implement the plan and execute the strategies.
Review and adjust the plan on a regular basis - because things change and entropy rules.
Our areas of expertise.
