Go from Retirement Planning to Retirement Doing.

The 4 Buckets Retirement Income Strategy

Our Simple Process

There's More To Be Enjoyed In Retirement

Factfinder

First, we learn about who you are and what your goals are. Together we develop a comprehensive understanding of your current financial situation and your goals for the future. We learn about your risk tolerance, your return needs, and your ongoing financial habits.
There's More To Be Enjoyed In Retirement

Strategy

After, thoroughly understanding your situation, we’ll recommend our best next steps for your financial plan. These recommendations will be in an easy to understand format with freedom to suggest alternatives or seek clarification. Once you have a good grasp of what we’re doing and why we’re doing it, we move on to our final step!
There's More To Be Enjoyed In Retirement

Implementation

Everyone would agree that a plan is only as good as the steps taken to put it into action. In this last phase of our planning, we will assign roles and responsibilities for your financial plan. It’s a team effort from start to finish!

At Lohr & Company, we understand the concerns you face as you plan for your retirement and enter one of life’s greatest transitions.
The 4 Buckets Retirement Income Strategy

Services Designed for You

At Lohr & Company, we are fee-based fiduciary financial advisors.
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.
If you’re ready to define your goals, commit to a guided process, and work with a team you can trust, we invite you to learn more about our firm and services.

Upcoming Events

March 27
Re-thinking Your Risk Tolerance Webinar
How To Maximize Retirement Income, Minimize Taxes and Preserve Wealth
Wednesday,
March 27th, 2024
at 6:30 PM EST
The 4 Buckets Retirement Income Strategy

Testimonials

Bill And Marise Craig

“We’ve been clients of Lohr & Company since 2015 and have been quite pleased with all aspects of our relationship. At our initial meeting with Greg he did not ask how much money we wished to invest, but rather what we wanted to do in the future. He wanted us to be comfortable with his investing strategy and provided us a list of his clients and encouraged us to contact them. We knew a number of his clients and they were open and frank in response to our questions. After further meetings with Greg, he proposed an investment vehicle that both my wife and I were confident would meet our needs. Since that initial investment, we have relied on Greg’s advice for additional investments as well as withdrawals and other financial planning activities. In every instance, we have felt that Greg has had our best interests at heart. We recommend Lohr & Company without reservation.”

-Bill and Marise Craig (current clients)

The statement was provided 7/1/22 by William Craig who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Sue Jarrell

“My husband and I have been working with Greg for several years and have found him to be very knowledgeable and professional. He is always happy to answer any questions that we might have with easy to understand explanations.

Greg and Stephanie are very honest and dedicated to helping their customers. They are a pleasure to work with. We highly recommend financial planning with Lohr and Co.”

-Sue Jarrell (current clients)

The statement was provided 8/2/22 by Sue Jarrell who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Chris Atwell

“Sharp financial insight combined with a generous, family-friendly feel.”

-Chris Atwell (current clients)

"The statement was provided 08/11/22 by Chris Atwell, a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For addition reviews, search us wherever local businesses are reviewed."

Client1

The entire Lohr team is the absolute best at what they do. It’s rare to have professionals care so personally about their clients. And Lohr & Company truly looks after our needs and best interests. We are extremely happy to be working with them.

-Jay and Rebecca Smith (current clients)

The statement was provided 2/15/23 by Jay Smith who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Client6

Around six years ago we were introduced to Greg Lohr (referred to us by my daughter).  We were impressed with his sincerity to help us with our financial future.  I was getting ready to retire and wanted to make sure I would be okay financially.  Many thanks to Lohr & Company, my husband and I are both retired and doing wonderful.  Greg and his team are so compassionate and kind, we love doing business with them.

-Colleen and Bob Mocarski (current clients)

The statement was provided 1/31/23 by Colleen Mocarski who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Wendy Davis

I highly recommend Greg and Ethan!  They have gone above and beyond to meet with me and advise me in my finances.  They are both very approachable, and I am always able to reach a real person when I have a question or a need arises.  They keep me well informed of what I need to know about my accounts, and have handled my investments responsibly.

-Wendy Davis (current clients)

The statement was provided 2/15/23 by Wendy Davis who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

The 4 Buckets Retirement Income Strategy

Financial Advisor in Charlottesville, VA

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 location in Madison, 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.

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