Who We Serve

Late-Stage Accumulation

When you’re in your 50s, it’s time to get serious about your financial plans for future retirement. Whether you need to catch up on savings or readjust your portfolio as this transition approaches, we help you take the actions you need to retire with confidence.

At 59½, you become eligible to roll over your company retirement plan to a brokerage of your choice. Up until now, you’ve been limited by the investment options in your company’s plan. Now choices are available to you with access to the whole of the market. This is a good thing, but it can also be overwhelming. With our experience, we can educate you on your options and help you make the best decisions for your situation.

Retirement Income

Generating income in retirement brings cash flow, investment and tax implications that can leave many feeling hesitant to truly enjoy their hard-earned savings.

We don’t blame you if you’ve felt confused or overwhelmed. Ensuring consistent income in retirement is a challenge, and many retirees don’t know where to start.

As retirement income specialists, we created The Four Buckets Retirement Income Strategy™ to bring clarity to this stage of retirement. We dive deep into your entire financial picture to understand your resources available, the retirement lifestyle you’d like to enjoy and how to begin positioning assets accordingly.

Financial Legacy

You’ve enjoyed the fruits of your hard work and retirement savings throughout your retirement. Now, with time growing shorter, it’s time to consider how your wealth will be left behind. These are important conversations to have, and they should be done sooner rather than later.

We move from initial legacy conversations to the implementation of these goals. Implementation involves everything from investment allocation to estate planning to family communication. We’re with you in each step so that you can feel confident about the way things will be handled at your passing.

Women

Regardless of how it happens, it can be shocking for any woman to experience the transition into becoming suddenly single. And for many women, divorce or widowhood presents many challenges, both emotionally and financially. Dealing with sudden wealth management decisions from the loss of a spouse isn’t easy, but we’re here to help.

Lohr & Company specializes in financial planning for women. We provide comprehensive wealth management and financial planning services with a thoughtful, sensitive approach. Whether you’re recently widowed, divorced, or preparing for retirement, we can help you navigate your new season of life.

We help with everything from analyzing your divorce settlement, budgeting for your retirement income, dealing with your spouse’s life insurance policy, or donating a portion of your estate to charity. Our goal is to help you restore order in your life as you transition and plan for the future.

Who We Serve

Late-Stage Accumulation

Retirement Income

Financial Legacy

Women

Insights that Speak to You