Paul E. Lowrey, AAMS®

CONNECT

Address:

386 North Main Street
Crestview, FL 32536

Phone:

850-398-8188

Fax/Other:

888-247-2997

Our Services


Individual Planning

  • Roth IRAs
  • Traditional IRAs
  • Education Planning
  • Retirement Planning
  • Required Minimum Distributions (RMD)
  • Brokerage Accounts
  • Fee-Based Accounts
  • Wealth Management, Distribution, & Transfer Planning
  • Trust & Estate Planning

Investment Services

  • Common Stocks
  • Preferred Stocks
  • Taxable Bonds & Notes
  • Tax-free Bonds
  • Mutual Funds
  • Real Estate Investment Trusts (REITS)
  • Variable Annuities
  • Fixed Annuities
  • CDs

Business Planning

  • 401(k) Plans
  • SIMPLE IRAs
  • SEP IRAs
  • 457 Plans
  • 403(b) plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Buy-Sell Fund
  • Key-person Protection

Insurance

  • Life Insurance
  • Long-term Care Insurance
  • Disability Income Insurance

Legal

  • Pre-Paid Legal and ID Theft Protection and Restoration with LegalShield and IDShield