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.
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!
We built our business and success through relationships, integrity, education & accessibility.
VISIT OUR RESOURCE CENTER
Free ebooks & other documents to help you learn about retirement and more.