Personal Services

While developing a financial strategy, we will walk you through a step-by-step process that is designed to help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial strategy utilizing the following strategies:

 

Personal Needs

Through WealthPlan Financial Partners - Lowery Financial Group

 CollegeEducation Funding Strategies

Disability Income Protection

Life Insurance Protection


Retirement Funding Strategies

Social Security Planning

Long Term Care Planning

Estate conservation

Through Lincoln Financial Securities
 
Investment Strategies

Retirement Income Management

 

Personal Solutions

Through WealthPlan Financial Partners - Lowery Financial Group 

Traditional Life Insurance

Disability Income Insurance

 Long-Term Care Insurance

Social Security Benefit Options

Annuities

Estate Planning

IRAs and Keogh Plans

Roth  IRAs

 401(k) Plans

Education Savings Plans (529 Plans, Coverdell, etc.)

Through Lincoln Financial Securities  

Mutual Funds

Variable Annuities

Variable Life Insurance

 Education Savings - 529 Plans