How Current Inflation Can Impact the Stages of Retirement
Today, we’re going to answer the question many people ask themselves: How does inflation impact my pre-retirement savings goals or my current retirement plan? More
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!
“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.”
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.
“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.”
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.
“Sharp financial insight combined with a generous, family-friendly feel.”
"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."
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.
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.
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.
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.
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.
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.
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.
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.
Today, we’re going to answer the question many people ask themselves: How does inflation impact my pre-retirement savings goals or my current retirement plan? More
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In many cases, today’s retirees are positioned to leave a financial legacy. Some would like to see this go to family, others to charity or a mixture of both. On top of that, they want…