Marc Lowe (CFP®)
Marc Lowe focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- AUM
- Baby Boomers
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
Planning Specialties
Equity Compensation: My firm helps our clients with equity compensation to maximize the value of their company grants and reduce risk by making timely diversification decisions. We do this by providing a detailed analysis of your company stock and option holdings. This report is updated quarterly and looks at: value, vesting and expiration, taxation, risk v. reward, leverage, concentration and the role equity compensation plays in attaining your goals. Using this analysis and your feedback, we establish decision criteria that are monitored daily to enable us to alert you when to take action. This iterative and ongoing process facilitates profitable decisions.Additional Information
We have 2 areas of expertise: - Retirees & Pre-Retirees within 15 years of retirement - Working professionals receiving Equity compensation as part of their employment package.NAPFA Start Date
January 17, 2025
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