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In The Money Retirement Planning

Specializing in New England business owners under $25M in revenue, Marc Lowe, CFP® helps create tax-efficient exit strategies that protect sale proceeds and provide a confident transition from business ownership to retirement. His three-phase planning process reduces uncertainty and ensures your next chapter is built on financial security.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Marc Lowe, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

125 Eugene O'Neill Drive, Suite 140 New London, CT 06320 Phone: (860) 333-5131

Primary Office

125 Eugene O'Neill Drive, Suite 140 New London, CT 06320 Phone: (860) 333-5131
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