Broker Check

As We Plan Together...

Please take a minute to review the topics and related questions below:

Life Events

How did you get where you are today?

What happens to your 401k if you change jobs?

How do you protect your family if you get disabled or at your passing?

What provisions have you made for long-term care?

What happens to your assets if you get divorced?

What do you do when a loved one dies?


Retirement Options

The last time you reviewed how you were going to turn your assets into your retirement income, what did you find?

Will your money last through retirement, taking inflation into account?

What happens if there is a severe market downturn during retirement?

How do IRS Required Minimum Distributions work?

What do you want your retirement to look like?



Legacy Questions

What kind of legacy do you want to leave?

What's important to your spouse and children?

What kind of role do you want to play in your grandchildren's future?



Health Insurance Questions/Employee Benefits

What most concerns you about the healthy insurance guidance you're receiving?

Do you understand how Health Care Reform applies to you/your employees?

Are you ready if the Federal Department of Labor audits your health plan?



Tax/Business Questions

Should you consider a different corporate tax structure for business purposes?

Are there discretionary benefits you can provide yourself/your family/your employees?

What is the best route to access capital for business expansion?

Are you satisfied with your CPA/tax preparer?


General Questions

What keeps you up at night?

What do you enjoy doing outside of work?

What's important to you about your money?

What things are important to you in life?

What scares you about your current financial situation?





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Gregory M. Lohr and Ethan M. Lohr are registered representatives of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 222 Central Park Ave., Ste. 1100, Virginia Beach, VA 23462. 757.490.9041. Lohr & Company, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.