Rather than fall prey to Wall Street speculations or the hot stocks of the moment, we combine a research-driven investment process with personalized advice to deliver comprehensive financial solutions.
Serving individuals and families in or nearing the retirement phase of their life.
Grow and protect the wealth needed to enjoy the sort of retirement you’ve worked hard to prepare for all these years.
It’s never too early to start your retirement income plan so that by the time you’re ready to slow down and enjoy the wealth that you’ve built, you can feel confident that your strategy is on the right track, working to grow and protect your retirement savings.
Both sides of the Lohr family are originally from Madison County. In fact, the historic home on main street next to the county library is our office and the original homeplace of Lois Aylor, Greg Lohr’s mother. The property was residentially leased for many years until it was purchased outright by Greg in 2017. The home now serves several functions. An office for Lohr & Company during the week and an Airbnb for out of town guests on the weekends. Lastly, the 10 acres in the back of the property is used to raise Black Angus steers during the warm months, keeping the property tied to its original roots.
The financial advisors at Lohr & Company can help you figure out how much you’ll need for your retirement and establish goals to help you get there. Our financial advisors offer these services for individuals and families in or nearing retirement: comprehensive financial planning and disciplined investment management using our well-known 4 Buckets Income Strategy.
To speak to one of our financial advisors at Lohr & Company, schedule a consultation today.
From East: Take VA-230 W. Turn Right onto US-29 N. Take slight left onto US-29 BUS N/S Main St.
From West: Take US-29 N. Take slight left onto US-29 BUS N/S Main St.
From North: Take US-29 S. Slight right onto US-29 BUS S/N Main St.
From South: Take US-29 N. Take slight left onto US-29 BUS N/S Main St.
The 4 Buckets Strategy Super Guide can help you answer critical questions including whether or not you’re truly ready to retire, how to determine the amount of annual retirement income you’ll need, and deciding where that retirement income will come from.
Why partner with Lohr for your financial planning and other advice needs?
With so many different details to consider when creating a retirement income plan, trying to create a financial planning strategy on your own can be stressful, time consuming, and overwhelming. Place your retirement income plan in the trustworthy hands of the wealth management team of financial advisors at Lohr & Company and save yourself the time and frustration of having to handle it all on your own. Because we are held to a fiduciary standard, our financial advisors are legally required to act in your best interest, offering you thoughtful service throughout your financial planning and beyond.
While working with you to build out your retirement income plan, we keep the following considerations in mind:
Investment Management
Wealth Management
Tax Reduction
Asset Protection
Estate Planning
Retirement Planning
401(k) Planning
Business Owner Planning