In The Money Retirement Planning

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161 Boston Post Rd Ste 4 Ofc 5
Waterford, CT 06385
+1 (860) 333-5131
https://www.inthemoneyretirement.com

In The Money Retirement Planning, located in New London, CT, specializes in customized retirement plans aimed at ensuring clients' financial security and peace of mind. Led by Certified Financial Planner Marc Lowe, the firm emphasizes a holistic approach to financial management, addressing tax exposure, estate planning, and investment strategies for a comfortable retirement.

With over a decade of experience, the firm offers various packages including DIY options for hands-on investors and comprehensive wealth management for individuals with significant assets. Operating as a fee-only fiduciary, In The Money Retirement Planning prioritizes transparency and client-focused services, free from commission-based incentives.

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5.01 reviews
Spencer J.
10/24/2025

Marc really helped me manage my money well and set myself up financially for a smooth future/ retirement. He is very knowledgeable and good at communication and explaining finances to someone who...

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United States›Connecticut›Waterford›In The Money Retirement Planning

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