Broker Check

Crossroads Analysis

This service is for those seeking appropriate product solutions that address the types of questions below:

Life Events

What happens to your retirement account if you change jobs?

How did you get where you are today?

How do you help 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 is your savings strategy for you children's college education?

 

Retirement Questions

What do you want your retirement to look like? 

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

How do IRS Required Minimum Distributions work?

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

 

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?

 

Debt Management

How will your debt be affected by variable outside of your control?

How does your repayment strategy fit into your overall financial plan?

What effects does debt have on your psyche?


For Employers


What is your continuation plan in the event of death or disability?

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

How are your employees incentivized?

How is your business and personal finances integrated?


General Questions

What keeps you up at night?

What’s important to you about your money?

What things are important to you in life?

What scares you about your current financial situation?


 


I would like to learn more about Crossroads Analysis

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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.