Lowery Financial Partners

We'd love to hear what you have been or currently are reading. What are your favorite recommendations?

Happy National Golf Month! What are some of your favorite courses to golf?

If you would like to discuss long-term goals further, please feel free to reach out to us at:
Email: [email protected]
Call: 920-574-2936
Website: www.loweryfp.com

Proud to be part of a firm recognized among the best.

Ameriprise Financial was named one of TIME’s America’s Best Companies of 2026 — a recognition that reflects the dedication of our people, our commitment to clients and the values that guide how we do business every day.

We're proud to build our practice with a firm that prioritizes integrity, supports advisors, and is dedicated to helping clients achieve their financial goals.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

Please let us know if you need anything by email or text, 920-282-6456.

Time with family, meaningful travel, or simply slowing down and enjoying the moment, are all things that matter most.
What does summer look like for you?

Please feel free to reach out to us at:
Website: www.loweryfp.com
Email: [email protected]
Call: 920-574-2936

Happy 4th of July!

We are here to help you stay focused, informed, and confident about your financial future. Please feel free to reach out to us.

Website: www.loweryfp.com
Email: [email protected]
Call: 920-574-2936
Text: 920-282-6456

A strong retirement plan isn’t just about what you do — it’s about what you avoid.

Seemingly small missteps — around taxes, timing, or risk — can quietly impact long-term outcomes.

This article highlights 10 areas worth a closer look.

Together, we can identify what to adjust now — so your future stays on track.

Ask how we can help you with retirement savings.

Call: 920-574-2936
Email: [email protected]
Website: www.loweryfp.com

10 mistakes to avoid when saving for retirement Uncover strategies to avoid retirement planning pitfalls and help secure your future.

Please feel free to reach out by text at 920-282-6456.