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

First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...

We are Proud of Our Association With...

 

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