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Welcome to Lovell Wealth Management

smarter simpler more personal

Successful people are good at what they do, and bring in professionals to do the rest. Lovell Wealth Management is the financial professional when it comes to wealth management, retirement, and tax and estate planning services.

Lovell Wealth Management provides comprehensive financial planning and investment strategies designed to help make the good life better by helping to preserve your lifestyle today while working to help protect your legacy for tomorrow. With extensive knowledge and passion borne of direct personal experience, we help individuals, business owners, and wealthy families proactively develop a clear, practical plan to help maximize their estate now while planning ahead to eventually pass their legacy on to future generations.

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Newsletters

Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators