Insights

How We Can Help Your Family Members or Neighbors

By Greg Lohr, MBA and Ethan Lohr, CFP®

The first two years of this decade have been some of the most unpredictable years of our lives. With unprecedented events affecting the world, we are in a period of immense uncertainty. That’s why it is more important than ever to have a solid financial plan.

As our client, you understand this, and with a tailored financial plan already in motion, you don’t lose much sleep over frightening headlines about the stock market or inflation. While life can still be unpredictable, working with a trusted financial advisor to strategize a plan for your future helps to ensure your finances are in the best shape. Could someone you know benefit from a partnership like this?

A Solid Support System

Maybe you haven’t been greatly impacted by the events of the past couple of years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan. Our job at Lohr & Company is to help you live life to the fullest by assisting you in making wise decisions about your financial plan.

When life changes happen or you just have financial questions, you can always count on us. Do your friends and family have this same kind of support system?

A Trusted Professional 

That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may need the services we provide. 

We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your best life. As an engineer by training, Greg used his knowledge of systems to build a streamlined approach that also allows us to maintain a high standard of service. 

A Family-Oriented Firm

As a father-and-son team, we value personal long-term relationships in what we do. We built a multi-generational firm because we want to be able to offer personal care for the long haul. We can help your adult children set up a financial plan to alleviate more of your extended family from money concerns and limitations. 

We’re Here to Help

Rest assured that our team can help you and those in your circle thrive in times of uncertainty. We enjoy working with clients like you and are looking to help even more people. Do you know someone who may benefit from customized advice and solutions that are in their best interest and guidance that goes above and beyond their expectations? Or someone who needs an accountability partner to help them stay on track as they pursue their financial goals? 

Schedule a meeting online or call 434-260-6742 with your referral or have them contact us directly. We’d be happy to get them started with a no-obligation conversation about their financial goals.

About Greg

Greg Lohr founded Lohr & Company, a multi-generational financial advisory firm, in 1993 to help more people plan for a rewarding, well-deserved retirement. Before he entered the financial services industry, he worked as an electrical engineer. But after spending a few years as an engineer, he decided to follow his heart and return to school for an MBA in finance from the College of William & Mary. Although he originally entered the finance industry because he was excited about the personal opportunities, it was the satisfaction of seeing people at peace with their money that has kept him here for his entire career. He is passionate about building lifelong relationships with his clients and walking with them as they navigate financial decisions and milestones. 

When he isn’t working, Greg enjoys spending time with his beautiful wife and their adult children. In addition to managing their family farms, Greg and his wife also manage a growing Airbnb venue. In the cold weather months, you can find Greg hunting whitetail deer in the breathtaking Virginia landscapes. To learn more about Greg, connect with him on LinkedIn.

About Ethan

Ethan Lohr always knew his dream was to follow in his father’s footsteps and carry out his same mission: to help more people find financial peace and security in retirement. Ethan started practicing for his future career quite early, at the age of 6, advising his sisters on their savings with the help of his trusty calculator. But it wasn’t until he graduated from James Madison University that he truly began developing his talent as a financial advisor at Lohr & Company. Ethan is a CERTIFIED FINANCIAL PLANNER™ professional.

Ethan is most fulfilled when he’s helping clients develop a sound plan and then executing that plan. He knows that pre-retirees often have many unanswered questions and may be feeling trepidation about retirement—and rightfully so. Retirement is one of life’s greatest transitions and Ethan knows how important it is to get everything right the first time. He works to ease his clients’ fears, provide them with confidence, and help them take the necessary actions to move forward. 

When he isn’t serving clients, Ethan enjoys spending time with his wife and two sons. You can also find him practicing his swing on the golf course, exercising, and hunting with his dad. To learn more about Ethan, connect with him on LinkedIn.

​​Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through Lohr & Company, LLC or CES Insurance Agency.

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