Services
Financial Planning
Looking at your financial landscape and determining how best to achieve both your short and long-term financial goals.
Retirement Planning
Developing a plan for when and how to retire. Once retired, a plan for how to fund your retirement lifestyle.
Investment Management
Diversified, simple, and tax efficient portfolios tailored to you and your goals.
Clients We Work With
We help our clients navigate these financial situations
Business Owners
You are focused on running your business. We make sure a proper plan is in place for you, your family, and your employees. We have assisted a range of business owners, from new entrepreneurs to those selling an established company.
Approaching Retirement & Retirees
Retirement is the biggest financial decision of your life. We cut through the cloud of anxiety and help clients select a retirement date, plan for social security & Medicare, and determine if they are on the right track to retire when they want.
Major Life Changes
Career Change, Death, Divorce, Inheritance. Major life changes often are accompanied by big financial changes. We work with clients that have experienced the situations above, as well as more unusual situations.
Pro Athletes
You are focused on training and winning. We put a plan in place to manage career risk and a plan to maintain income after you retire from your sport.
Why Choose Us:
your interest first
Our clients’ interests are our first priority. This is why most of our clients have been with us for many years.
Independent Advice
We are not employees of a major bank or brokerage firm; we are not obligated to push their products.
A Permanent Partner
We are not call-center advisors. We are your permanent advisor.
A Long, Local History.
Lowry Financial Advisors is a multi-generational firm that has been located in Florida since 1978.
About Cale
I am a Certified Financial Planner™ professional with Lowry Financial Advisors, specializing in building investment portfolios, and helping people plan for the future and simplify their financial lives.
Previously, I was a General Contractor (following my father and grandfather) before branching off to co-found Tipple’s Brews; a craft beer and wine store which became one of the top-rated specialty beer and wine stores in Florida.
I purchased my first stock in the 3rd grade and investing has always been a passion of mine. After selling my business, I decided to build a career on this interest, and I joined Lowry Financial Advisors – a firm that has been local since 1978.
I am a father of twins, a former motocross racer, and an outdoor enthusiast who enjoys getting away to the mountains. I enjoy the continuous study of the markets, financial history, and economics – which I use to help my clients.
Let us know when you're ready.
Let’s schedule a meeting to discuss your financial situation and how we can help.
