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.
Serving individuals and families in or nearing the retirement phase of their life.
Grow and protect the wealth needed to enjoy the sort of retirement you’ve worked hard to prepare for all these years.
It’s never too early to start your retirement income plan so that by the time you’re ready to slow down and enjoy the wealth that you’ve built, you can feel confident that your strategy is on the right track, working to grow and protect your retirement savings.
The financial advisors at Lohr & Company can help you figure out how much you’ll need for your retirement and establish goals 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.
The 4 Buckets Strategy Super Guide can help you answer critical questions including whether or not you’re truly ready to retire, how to determine the amount of annual retirement income you’ll need, and deciding where that retirement income will come from.
Why partner with Lohr for your financial planning and other advice needs?
There is a vast universe of investment vehicles and account types to know and understand when preparing for retirement such as individual retirement accounts (IRAs), 401(k)s, high-yield savings accounts, real estate property, money market accounts (MMA), and fixed annuities. What does all of this mean? What should you consider and what should you avoid? On top of that there are tax laws, required minimum distributions, penalties, inflation, and other risks to consider. Not to mention establishing how your investment portfolio and savings accounts play into your overall retirement income plan.
Partnering with Lohr & Company takes the guesswork out of managing your retirement income streams. Our 4 Buckets Income Strategy is a simple, yet strategically designed concept to maximize the efficiency of your retirement income plan. The strategy is designed to show where and how your income needs are being met in retirement and incorporates research-backed investment principles and tax efficiency, giving you the confidence you need to enjoy the retirement years of your life.
You have worked hard to accumulate the wealth that you have. To ensure that your legacy exists far beyond your lifetime, you’ll want to incorporate estate planning and generational wealth management into your existing retirement plan.
At Lohr & Company, we are able to incorporate considerations for generational wealth planning as part of our financial planning. Our advisors are also able to work with your existing estate lawyers and tax advisors to create an effective and efficient estate plan that considers probate expenses and tax implications.
With so many different details to consider when creating a retirement income plan, trying to create a financial planning strategy on your own can be stressful, time consuming, and overwhelming. Place your retirement income plan in the trustworthy hands of the wealth management team of financial advisors at Lohr & Company and save yourself the time and frustration of having to handle it all on your own. Because we are held to a fiduciary standard, our financial advisors are legally required to act in your best interest, offering you thoughtful service throughout your financial planning and beyond.
While working with you to build out your retirement income plan, we keep the following considerations in mind:
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