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Lovett and Associates Financial Group is a full service financial advisory firm that specializes in developing and implementing retirement plans. “Our objective is to provide a personal approach to our clients when preparing for and during retirement.” Lovett and Associates focuses on the area of qualified retirement accounts such as IRAs, 401(k)s, SEPs and other retirement accounts. The focus being on dynamic asset allocation through professional money managers and income planning.  Click on the Play Button below to view the videos and learn more about Lovett and Associates!

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Should You Ever Retire?

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Interest Rates: How Low Can They Go?

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Revising Estate Strategy Assumptions

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Inventorying Your Possessions

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Assess whether you are running “in the black” or “in the red” each month.

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There are a number of ways to withdraw money from a qualified retirement plan.

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A presentation about managing money: using it, saving it, and even getting credit.

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Learn more about taxes, tax-favored investing, and tax strategies.

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Raise Your Retirement Income

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It's easy to let investments accumulate like old receipts in a junk drawer.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Are Real Estate Investment Trusts right for your portfolio?

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

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