Assisting closely held businesses, professionals & families to create and protect wealth

A message from Jeanne Lowrey

“As a financial advisor, it is my mission is to educate, encourage and empower clients to help create financial security now and for generations to come.  I am committed to providing expert guidance and innovative solutions as families, individuals and business owners are making some of the most important planning decisions in their lives.  Because none of us can predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship with you based on quality service and integrity.”

 

 

 

Jeanne specializes in working in three niches:

  1. Business owners, professionals and independent contractors
  2. Families who have a loved one with Special Needs
  3. Women professionals and Women Business Owners

 

Planning for the Success of Your Business

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.

Business Planning

I work with business owners throughout all stages of the business life cycle from start-up to succession. I partner with additional advisors to help develop and implement the drivers that can create, grow and protect your business's value. These areas would include:

  • Risk Management: Protect your business against two critical risks—disability and/or premature death of owners & key employees.
  • Non-Qualified Benefits: Use non-qualified plans to supplement existing benefit plans to recruit, retain and reward valuable contributors to your business.
  • Business Succession: Take advantage of our expertise, strategies and tools to smoothly transition your business to the next generation of owners.

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Creating Financial Security Plans for You and your Loved One with SPECIAL NEEDS

Meet the Vollmert family and learn how they plan for a financially secure future with their special needs son.

Trust - Vollmert Family Story

I understand the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. I am experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs. 

Contact me today to learn more about how Northwestern Mutual's "Caring for Dependents with Special Needs"  I can guide you through the process to help secure a future of financial security for every member of your family.

To obtain a Special Needs Planning Kit, please click on the CONTACT ME tab and request your Kit today!

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Jeanne Ann Lowrey, CLU®, ChSNC

Financial Advisor

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Meet Inspiring Northwestern Mutual Clients

Women are opening new businesses at a rate nearly four times higher than men. Read about Northwestern Mutual Clients who are leading the charge.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck