Many companies provide benefits in addition to salary as a means of showing appreciation to their employees and/or increasing hiring pools and employee retention. Benefits are an excellent way to remain competitive when it comes to hiring and retaining talent. Benefits often include health insurance for employees, and in some cases family members. A company’s benefits package may also include life insurance, a 401K (and matching contributions), a pension plan, and paid days for vacation and...

Financial decisions are some of the most complicated choices we make in our lives. When it comes to the future of our children, however, one thing is for sure: saving for their education is key. With the cost of college on the rise, now is the time to start planning for the future. Whether your children are still in diapers or already driving, it is never too early, or too late, to invest in their future. With our knowledge, expertise, and personalized approach to financial planning, Lowery...

The old adage “an ounce of prevention is worth a pound of cure” holds true when it comes to the topic of asset protection. Before you even realize what’s happening, creditors could be at your door, using the law to commandeer your hard earned assets. With the correct estate planning tools and the right financial partner, you can steer the law to your own side and protect your assets before creditors come knocking. While you may feel you have already taken some of the proper steps  to...