Helping You Preserve Your Wealth. One Generation to the Next.
Jones Lowry is an independent life insurance planning firm with over 40 years of experience crafting comprehensive strategies for high net worth families, business owners, private investors, and corporate executives. We specialize in helping clients navigate the complex landscape of estate planning, risk management, and wealth preservation.
What We Do
Life insurance serves as a powerful tool to enhance estate plans, secure business continuity, and achieve financial goals. We utilize comprehensive planning strategies to:
- Optimize estate and tax efficiency: Reduce estate, gift, and income taxes through strategic use of life insurance.
- Protect assets from litigation and creditors: Utilize life insurance as a safeguard against unforeseen legal challenges.
- Plan for business continuity: Ensure the continuation of your business in the event of a founder's death or disability.
- Supplement retirement plans: Enhance your retirement savings and income through strategic life insurance solutions.
Our Approach
We believe in a personalized and collaborative approach to wealth preservation. Our process begins with a comprehensive review of your financial situation and goals, followed by:
- Customized plan design: We work with you to develop a tailored plan that aligns with your specific needs and aspirations.
- Multi-generational focus: We take a long-term perspective to ensure the effectiveness of your plan for generations to come.
- Transparency and communication: We maintain open communication and provide regular updates to ensure your complete understanding of your plan.
Our Team
Our team comprises highly experienced professionals with diverse expertise in life insurance planning, including:
- Independent insurance attorneys
- Actuaries
- MBAs
- CFPs
We leverage this collective knowledge and resources to deliver comprehensive and customized solutions to our clients.
Why Choose Jones Lowry?
- Value-added planning: We prioritize client needs and work in partnership with your existing legal, accounting, and investment advisors.
- Multi-generational expertise: We specialize in serving affluent families with a focus on continuity and transfer of wealth.
- Dedicated service: Our team of experienced case managers and policy service specialists provide personalized attention throughout the process.
- Custom solutions: We tailor our approach to each client's unique financial situation and goals.
Experience with Dr. Lowey
Dr. Lowey is praised for her ability to connect with patients and take the time to fully understand their concerns. Compassionate Doctor Skinsketcher's 5-star review highlights Dr. Lowey's exceptional bedside manner, stating that she is "extremely easy to talk to" and willing to go into great detail without making patients feel rushed.
Conclusion
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