Locally owned and independent. I walk with you through the years and through life's events to help you plan for well-suited outcomes. I provide education using whiteboard techniques to explain concepts in plain English (example the differences between a Roth IRA and a Traditional IRA) so my clients can make informed choices. In addition, I provide direction to reaching financial goals, whether it be to purchase a home, put a child through college, working toward a comfortable retirement, protecting against loss from death, disability or long-term care.. I look at the WHOLE picture and help you determine what are important concerns for you and how to handle them. In short, I build lifelong relationships! *Securities and Investment Advisory Services offered through Brokers International Financial Services, LLC, SIPC. Brokers International Financial Services, LLC and L. Lovie Wealth Management are not affiliated companies. Insurance issued through many fine carriers.