01. About Us

We are dedicated to providing sound advice in the areas of financial planning and insurance. We are proud of the work we do with both individuals and business owners.

02. Our Philosophy

Our focus is to understand your goals and develop a plan to reach them. We believe that a good financial plan includes both an offensive and defensive strategy.

03. Our Process

Following a detailed client onboarding process, we will meet with you to present an analysis and discuss our recommendations specifically designed for you.

Our Services

 

Financial Planning

A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.
 

Insurance Planning

Insurance is an essential part of a sound financial plan. A well-diversified insurance portfolio will include the following areas of coverage: life insurance, disability insurance, critical illness insurance, health & dental insurance, travel insurance.
 

Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?

Our Team

We help make financial planning and insurance “loud and clear” for individuals and business owners.

Contact Us

Blogs

When the Weather Hits: What Natural Disasters Actually Mean for the Economy (and Your Finances)

Tom Lowden |
Categories
Finance
Investments
Risk Management
Insurance
A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the billions. And somewhere in the back of your mind, a question starts to form: What does this mean — for the economy, for markets, for my financial plan? It's a fair question. And the short answer may surprise you. But before we get there, something needs to be said. Events like these ripple through people's lives first...

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tom Lowden |
Categories
Tax Planning
Finance
Retirement
Investments
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap between tax preparation and tax planning. And understanding the difference could change how you think about your money — not just in the spring, but all year long...

We are Proud of Our Association With...

Newport Private Wealth

 

Manulife Private Wealth
Manulife is available to you by referral through Lowdenclear Wealth Management and is separate from Lowdenclear Wealth Management's product offerings.