Comprehensive Financial Planning This service is for those seeking appropriate product solutions that address the types of questions below:Financial PositionHow has your cash flow changed from year to year?Are you seeing growth in your overall wealth? Why or why not?What are areas of inefficiencies that can be improved?Tax ManagementWhat strategic moves can be made allowing you to pay less and keep more?Can we utilize your investments to improve your tax liability for current or future years?Are your tax strategies integrated with your other financial planning goals?Retirement Income PlanningHow will your investments generate income in retirement?How much could you pay in taxes in retirement?How do your expenses change throughout retirement?What retirement benefits are available to you and how should they be utilized?Investment PlanningHow much risk are you taking in your portfolio? Is this the right amount?Are you adjusting your savings goals based on investment performance?What threats/opportunities exist in your current portfolio?Estate PlanningHow will your finances be managed and decision made if you're no longer able?What financial legacy would you like to leave your family?Are there beneficiaries of your estate that need additional assistance?Risk ManagementAre there gaps in your current employee benefit offerings leaving you exposed?Can financial goals be reached in the event of catastrophic events?What threats exist that would affect your financial planning?Education FundingWhat will college cost you?What percentage of college costs would you like to provide?Does your college funding strategy align with your other financial planning goals?CRN202106-249803CompensationWith this service model, Lohr & Company provides no-cost needs analysis to the client. This model will involve a fact-finder meeting in which we will gather as much relevant information as needed to provide appropriate product solutions on the situation at hand. Our compensation will come in the form of commissions from insurance and investment companies with which you transact business because of our analysis. Through our fee-based planning model, we provide comprehensive planning advice based on the core planning topics outlined on our “Comprehensive Financial Planning” page. The client pays an agreed upon fee for this type of model. At the client's discretion, the client may have a desire for assistance with the implementation of our advice. In this event, we can receive fees and commissions on ancillary services we provide. CRN202107-249807 I would like to learn more about Comprehensive Financial Planning: Name Email Phone Question Thank you! Oops! Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. 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.