Carrying on a Legacy: How a Local Financial Group Empowers New England's Retirees
The Heart Behind Lowrey Financial Group
Victoria Lowrey and her late husband Jake founded Lowrey Financial Group (LFG) with a mission-driven by personal experience—and a drive to make sure others won’t have to endure the same struggles they underwent. When Jake lost his mother to cancer at 19, he faced the overwhelming task of managing her assets and life insurance while grieving. This challenging chapter in their lives fueled their passion for helping others prepare for the unexpected. Victoria emphasizes, "Every family should have a plan, no matter their age." LFG’s mission is to educate, empower, and co-create exceptional retirement plans for families across New England so that the grieving process is never compounded by logistical stressors.
A Comprehensive Approach to Financial Planning
LFG offers a full suite of financial services, including retirement and estate planning, trust establishment, and tax preparation. "We have it all in our office—a one-stop shop," Victoria explains. That adds another level of convenience to LFG, so clients can solve all their financial needs with one group. Further, the firm prides itself on being more than just a financial advisor; it's a partner in securing its clients' futures. With an experienced attorney on staff, LFG ensures that every aspect of a client's financial journey is covered, from creating trust to optimizing tax strategies.
A Family-Oriented Approach Sets LFG Apart
What truly distinguishes LFG from other financial firms is its commitment to building personal, family-like relationships with clients. "We meet with our clients ourselves, not junior advisors," says Victoria. LFG believes in the value of in-person meetings to encourage a deeper and tailored connection with the people they serve, fostering trust and transparency. "Most of our clients know where we live and have even been to our home. We host a client appreciation event there every year," Victoria shares. This hands-on, personalized approach allows clients to feel secure and confident in the individuals managing their financial future.
Continuing the Legacy and Looking Ahead
Since Jake's passing in October at the age of 43, Victoria has been steadfast in carrying on his legacy. Despite advice to sell the business and move on, she chose to follow her heart. "I wanted to keep Jake's legacy alive and continue helping people and educating them," she says. She sees LFG’s success as a way to honor what she and Jake created, and with the support of her dedicated team, Victoria continues to lead LFG, hosting educational workshops across New England, from universities to local libraries. Her goal is to keep educating the community while upholding the high standards and personal touch that Jake and she established together.
Celebrating Milestones and Overcoming Challenges
LFG has achieved significant recognition over the years. Jake was featured in *Forbes*, *Fox News*, and *Advisors Magazine* and was inducted into the Hall of Fame as one of the top advisors specializing in safety. These accolades reflect the firm's dedication to excellence and client service. Despite facing the immense personal loss of Jake, Victoria and her team have remained resilient and maintained Jake’s high standards, continuing to serve their clients with the same level of care and expertise.
Giving Back to the Community
Community involvement is a cornerstone of LFG's philosophy. The firm actively participates in charitable organizations, including supporting The Jimmy Fund and Mercy Ships, a global nonprofit that provides healthcare to children and families in need. "We try to be involved in any charitable organization and help whenever we have the chance," Victoria states. This commitment to giving back extends beyond financial planning; it’s about making a positive impact on the world.
Deep Roots in the South Shore
Living and working in the South Shore, Victoria, and her team have a deep connection to the area they call home. "We love everything about it," Victoria says. "We want to help as many retirees and pre-retirees as possible to have that peace of mind and create the right plan for them." For LFG, the South Shore is more than just a location; it's a community they are dedicated to serving.
Staying True to Their Mission
Victoria's journey with Lowrey Financial Group is a story of resilience, compassion, and dedication to helping others. By providing personalized and comprehensive financial planning services, LFG continues to make a difference in the lives of New England's families. With a strong commitment to educating the community and honoring Jake's legacy, Victoria and her team are steadfast in their mission to empower individuals to create secure and exceptional lives.
To learn more, visit lowreyfinancial.com and follow them on LinkedIn!