Our Services
Helping Members Maximize Their Pensions
Make sure your pension works just as hard for you as you did for your pension. That is our goal — our reason for being here. We are highly experienced and knowledgeable when it comes to positioning our clients to help maximize their pension, and we’re a reliable partner for hardworking families that want to provide optimal benefits for their members. Find out what Lohnes can do for you.
Employee Consulting Services
Lohnes Wealth Management specializes in retirement planning, specifically for Union members. As you approach retirement, you’ll face many important decisions regarding your pension distribution strategy, and you only get one chance to pick your optimal path. We’ll help you understand all the options, analyze your situation, and choose a pension distribution strategy for your circumstances. We’ll also advise you on other post-retirement strategies to help maximize your potential, including income and asset management and tax strategies.
Financial Planning and Investments
Our financial planning and investment management services are straightforward and are non-commission based, meaning we don’t profit from selling you any particular product or service. Instead, we’ll only recommend the products and services which are a good fit for you, and we’ll succeed when you succeed. As a part of our process, we’ll get to know your personal situation, goals and objectives in order to form a highly personalized financial plan and investment plan. We apply time-tested strategies, but we tailor them to suit your specific preferences, goals and time horizon.
Retirement Planning
You want to retire with confidence in your financial outlook, with a plan that accounts for inevitable stock market volatility, inflation and cost of living, taxes, and healthcare costs. But knowing exactly how to plan and prepare for retirement can often feel overwhelming. Our Financial Planners are here to illuminate your path to a brighter financial future in retirement. We are well versed in navigating the complexities of Union member pension plans, disbursements, tax planning and more. We’ll help you harness the full potential of your pension plan and lifetime income.
What You Can Expect
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Interested in our process or methodology and what we can offer you? Dive deeper into our strategy, and take a look at the summary for our retirement income and analysis process.
Our Approach
At Lohnes Wealth Management, we take a responsive approach to helping union members like you harness the greater potential of their pension plans, in pursuit of the lifestyle and retirement they desire — and deserve.
About Us
Lohnes Wealth Management is a trusted independent retirement services firm that exists to serve the unique financial and retirement planning needs of labor Unions and their members.
Contact Us
Get the advice you need to get more from your Union and employer benefits. We specialize in supporting Union members to help you live the life you desire for today and tomorrow.