Lowery Thomas, LLC

Description

Thank you for visiting our Internet site. As an up-to-date business, we want to give you the opportunity to stay in touch with our company. On the following pages, we have provided information regarding our firm and its investment philosophy and range of services. The emphasis of our investment advisory and financial planning services is always on our clients. We are experts in Retirement Plans including Traditional IRAs, Roth IRAs, 401(k) Plans, profit sharing plans, SEP IRAs and Simple IRAs. For the 2010 tax year, high income taxpayers have an opportunity to convert some or all of their IRA assets to a Roth IRA. Financial and Tax Planning has never been as important as it is now. Advisors of Lowery Thomas are ready to assist you in making sound finacial decisions. If you are not familiar with our company and your first contact with us is online: We would be pleased to hear from you! Please let us know what your needs and questions are, we will be more than happy to help. We can reach us at 925.284.5478. You can also contact us at our e-mail address: info@lowerythomas.com . We are looking forward to hearing from you. In brief, you should know the following about us: our company was established in 1999 and have been responsible for providing outstanding investment advisory and financial planning services ever since. In addtion to retirement plans, our specialty is in the area of stock option planning and associated financial planning issues from tax planning, investment diversification and planning for financial goals. Our clients particularly value working with advisors that are knowlegible in investments, taxes and financial planning. We have two offices located in San Francisco and Lafayette .

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