CLIENT EXPERIENCE

PASSION DRIVES SUCCESS
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Lowery Thomas Founding Partners: Ken Cala, Mark Vicencio, David Lowery

Our clients value working with advisors that are experts in investments, taxes and financial planning. By having this knowledge and expertise, the planning process is more efficient and effective. In addition, we are better equipped to assess and answer questions that arise regarding our clients’ financial situation.

We develop customized plans that are unique for you.  Plans are adapted to your ongoing needs and goals.  Our team is excellent problem solvers and decision makers.  We use these skills to compliment our training and experience to develop well designed financial plans and investment portfolios.  Explaining and understanding our thought process increases the probability of financial success while providing an opportunity for your input. We embrace the planning process and working closely with our clients. It lets us get a deep understanding of each persons unique needs and goals. It also lets us assess many other things like tolerance for risk, reactions to certain events that may affect financial well-being and views on money, relationships and items of importance.

You can be as involved as you want to be. We never stop driving you toward your goals and keeping you focused on the things that you can control. We communicate with you constantly through whatever methods you prefer. We will work closely with, or if needed refer you to, other professionals like estate attorneys, insurance professionals, bankers, mortgage brokers and tax specialists.

Our Objectivity & Trust

Important Ingredients for the Well-Being of Your Financial Future
Objectivity and trust are important aspects of a relationship with a financial advisor. When a financial planning strategy or a specific investment is recommended, you want absolute certainty the advice given is in your best interests.

Lowery Thomas is an independent financial services firm. Our independence is critical to offering advice based on what’s best for you. We are not burdened by quotas or other artificial incentives that can distort an advisor’s recommendations, intentions or views. As CPAs and Registered Investment Advisors, we are held to the highest standard of fiduciary duties.

Our intentions are clear: we are in your financial corner everyday looking out for your best interests.