Russell G. Lowry,
CFP® CRPC® CWM™
You Can Flip The whole Page , it's a new Advertising Technique invented by Flippy

Plan today for a prosperous tomorrow

Envision your future

Explore your options

Enact your plan

Choose a professional financial advisor

who cares more about protecting you and your money

than anyone who doesn’t share your last name.

Life Insurance: Protection with a Purpose

Discover the many reasons it makes sense to purchase life insurance

and how to determine your financial needs.

What will your retirement look like?

It is never too late. Begin preparing and

saving for your retirement today!

Do something big, while there's still time to put it in your autobiography.

More About Us

Our mission is to get the job done. Whether it's helping people invest their money, selecting private money managers, facilitating the exercise of employee stock options, securing life insurance or designing complicated estate plans, we work with our clients until all the details have been completed.

Read More

The first step is to gather the necessary data to ensure a thorough understanding of your situation. This becomes the basis for the creation of a financial model, which is used to evaluate your current financial situation.

Read More

We do not claim to be all things to all people. We work with high net worth business owners, professionals, executives and retirees - people who are responsible, respected leaders in their industries, professions and communities.

Read More

Do you want to see the areas we can help you with. Read more....

Read More

Quotables