The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Stan Lowenstein

Stan Lowenstein

Branch Manager

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

1991 BA University of Georgia Business School

VISIT MY WEBSITE

Alan Parker

Alan Parker

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Education

B.A. in Business Administration at Shorter College, Rome , GA
CA Insurance #0F94925

VISIT MY WEBSITE

Our Staff

Stacey McCulley

Stacey McCulley

Registered Client Service Associate