Rather than fall prey to Wall Street speculations or the hot stocks of the moment, we combine a research-driven investment process with personalized advice to deliver comprehensive financial solutions.
Our mission is to help clients make wise financial decisions and work toward their long-term goals, combining our experience in financial planning with our disciplined approach to investing.
Greg, Ethan and their families have lived in Charlottesville for the past 25 years. Once, a quiet town, with a state-renowned university, the Charlottesville area is one of the fastest growing regions in the state. Similarly, the University of Virginia has since become one of the top public universities in the nation. Part of the influx into Albemarle County is driven by retirees looking for an area that values culture, entertainment and top medical care combined with a slower pace of life. Charlottesville checks those boxes. Lohr & Company specifically serves this retiree demographic with their retirement planning and wealth management needs.
Centrally-located, Charlottesville makes it easy for Greg and Ethan to meet clients in their other office locations in Madison, Virginia and Staunton, Virginia.
The financial advisors at Lohr & Company can help you figure out how much you’ll need throughout your retirement and provide a strategy to help you get there. Our financial advisors offer these services for individuals and families in or nearing retirement: comprehensive financial planning and disciplined investment management using our well-known 4 Buckets Income Strategy.
To speak to one of our financial advisors at Lohr & Company, schedule a consultation today.
From East: Follow I-64 W to US-250 W. Take exit 124 from I-64 W. Follow US-250 W and E High St to destination.
From West: Follow I-64 E to exit 114. Follow US-250 E to Park St in Charlottesville. Take the Park St exit.
From North: Follow US-29 S. turn left onto Hydraulic Rd. turn left onto US-250 E/US-250 BYP E. Take Park St. exit.
From South: Follow US-29 N. Continue onto US-250 E. Take Park St. exit.
The 4 Buckets Strategy Super Guide can help you answer critical questions including whether or not you’re truly ready to retire, how to determine the amount of annual retirement income you’ll need, and deciding where that retirement income will come from.
Why partner with Lohr for your financial planning and other advice needs?
There is a vast universe of investment vehicles and account types to know and understand when preparing for retirement such as individual retirement accounts (IRAs), 401(k)s, high-yield savings accounts, real estate property, money market accounts (MMA), and fixed annuities. What does all of this mean? What should you consider and what should you avoid? On top of that there are tax laws, required minimum distributions, penalties, inflation, and other risks to consider. Not to mention establishing how your investment portfolio and savings accounts play into your overall retirement income plan.
Partnering with Lohr & Company takes the guesswork out of managing your retirement income streams. Our 4 Buckets Income Strategy is a simple, yet strategically designed concept to maximize the efficiency of your retirement income plan. The strategy is designed to show where and how your income needs are being met in retirement and incorporates research-backed investment principles and tax efficiency, giving you the confidence you need to enjoy the retirement years of your life.
You have worked hard to accumulate the wealth that you have. To ensure that your legacy exists far beyond your lifetime, you’ll want to incorporate estate planning and generational wealth management into your existing retirement plan.
At Lohr & Company, we are able to incorporate considerations for generational wealth planning as part of our financial planning. Our advisors are also able to work with your existing estate lawyers and tax advisors to create an effective and efficient estate plan that considers probate expenses and tax implications.
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