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Plan Well. Retire Well. Live Well.

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Helping Texas families plan for and pursue a comfortable retirement since 1978

Retirement Planning

Building Retirement Income

Life Insurance Options

& More..


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WHO WE ARE

Our business is built on a foundation of thoughtful client relationships so we can provide the best opportunity for you to retire well and live well.  Family is very important to us and when you sign on with Lovett, you become part of our family.  Our success is when you reap the rewards of planning well.

Come join our family and let's set up your complimentary 15 minute introductory phone call.



OUR PROCESS

Our Process

COMPLIMENTARY 15 MINUTE "LET'S CHAT" INTRO CALL

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Our History

LEARN ABOUT YOUR GOALS AND NEEDS  

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Our Values

ASSEMBLE YOUR PLAN OPTIONS

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Our Resources

FINALIZE PAPERWORK & GET STARTED

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REASON ONE

REASON ONE

There are many reasons why Lovett & Associates should be your choice for financial planning. The first of which is Lovett & Associates is a Fiduciary entity. What does this mean for you?

A fiduciary is a person or entity who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Our duty is the highest standard of care in equity or law.

Our job is to ensure that we manage your money according to your interests, rather than serving our own interests.

And we would have it no other way. At Lovett & Associates you are joining our family and families look out for one another. That is exactly what we will do for you. We are successful when you are successful!

OUR TEAM

Client Centered

We built our business and success through relationships, integrity, education & accessibility.

 

START LIVING WELL TODAY

VISIT OUR RESOURCE CENTER

VISIT OUR RESOURCE CENTER

Free ebooks & other documents to help you learn about retirement and more. 

Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.



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