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Retirement Planning, Life & Disability Insurance
WealthPlan Financial Partners
Lowery Financial Group
1566-G Union Road
Gastonia, NC 28054
Phone: 704-214-2554
Fax: 704-423-0393
I can help you with important information for your financial future.
• Is a Roth IRA right for you? • What is your #1 goal for retirement?
• Do you have a plan to fund your child’s education?
*Convalescent Care-Report to the Congress, US Dept. of Health and Social Services.
I specialize in:
• Retirement Planning • Life Insurance • Disability Insurance
Through Jefferson Pilot Securities I offer:
• Investments • College Planning
Securities offered through Jefferson Pilot Securities Corp, member SIPC.
Advisory Services offered through Jefferson Pilot Securities Corp, a
Registered Investment Advisor. Jefferson Pilot Securities Corp is not
affiliated with WealthPlan Financial Partners & Lowery Financial Group.
