Our Services
Discover how Lohr & Company’s comprehensive financial planning and investment strategies can help you achieve long-term financial security and peace of mind.
Achieve your ideal retirement lifestyle with
The Four Buckets Retirement Income Strategy®
After years of serving retirees like yourself, we trademarked a unique strategy for retirement income planning designed to provide steadier, monthly income and smarter investment decisions using a simple, visual framework. By dividing your assets into four distinct "buckets" based on their specific goal in your retirement income plan, you can have better understanding and confidence about what your money is doing for you.
1. Cash Reserves: Ensures you have cash on hand for current expenses and emergencies.
2. Earned Income: The income sources you earned throughout your career like Social Security, pensions and other lifetime income sources.
3. Secure Income: This bucket helps you reach your ideal retirement lifestyle with consistency and reliability.
4. Growth and Legacy: Investing doesn’t have to be boring in retirement. These assets provide flexibility, opportunity and tax efficiency.
This simple yet sophisticated strategy can give retirees and pre-retirees the security and growth they’re looking for in retirement. Interested in learning more? Schedule a meeting with us today to see how The Four Buckets Retirement Income Strategy® can work for you.
Create your team of financial partners with our
Wealth Management Services
At Lohr & Company, our comprehensive wealth management services are designed to help you grow, protect, and manage your financial assets. Whether you’re planning for retirement, building wealth, or preparing for future generations, our customized financial strategies ensure your investments are aligned with your goals.
We take a holistic approach, incorporating investment management, tax strategies, estate planning, and risk management. Our experienced advisors work closely with you to create a tailored financial plan and serve as your financial advocates as your needs evolve over time.
Whether you’re an individual or family in Charlottesville, VA, our wealth management services are built to help you achieve financial security and growth.
Ready to take control of your financial future? Schedule a consultation with our financial expert advisors today to get started!
Have peace of mind in life’s next chapter with our
Retirement Planning Services
Planning for retirement in today’s complex world can feel overwhelming. At Lohr & Company, we specialize in retirement planning strategies that give you the confidence to face the future. Our team in Charlottesville, VA works with you to develop a personalized plan that addresses the challenges of retirement, including market volatility, inflation, healthcare costs and taxes.
We focus on securing reliable income streams, protecting your assets, and ensuring your investments align with your retirement goals. Whether you’re nearing retirement or already retired, we help you understand key concepts like income allocation, tax-efficient savings, and preparing for unexpected expenses.
Start building your retirement confidence today. Schedule a meeting with us to create a tailored plan that supports your financial future.
Build your legacy with our
Generational Wealth Planning Services
At Lohr & Company, we understand that your wealth isn’t just about your own financial security—it’s about leaving a legacy for the people and places you care most about.. Our generational wealth management services in Charlottesville, VA help you protect and grow your assets so they can benefit your family for years to come.
We work closely with you to develop strategies for tax-efficient wealth transfers, managing trusts and estates, and ensuring that your legacy aligns with your long-term goals. From succession planning to charitable giving, we provide the guidance needed to secure your family's future while honoring your values.
See your financial vision take shape. Schedule a meeting with us today to learn more about how we can help you plan for your financial legacy.