In The Money Retirement Planning
In The Money Retirement Planning is a Fee-Only Registered Investment Advisor (RIA) specializing in comprehensive retirement and investment planning. Our firm provides sophisticated financial guidance that surpasses traditional institutional approaches, delivering personalized strategies tailored to each client's unique financial landscape.
Marc Lowe, CFP® brings a decade of financial services experience, having held advisory roles at prestigious institutions including Fisher Investments, Charles Schwab, and Spartan Capital. This extensive background enables our firm to offer nuanced, strategic financial planning informed by high-level industry insights.
Unlike most traditional financial companies, we have NO minimum assets under management requirement. This approach ensures that quality financial planning and investment guidance are accessible to all individuals, regardless of current asset levels.
Target Client Segments:
- Retirees
- Business Owners
- Young Families
- Busy Professionals
- General Dynamics Electric Boat employees
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.