Cale Flage, CFP®

Our Services

Financial Planning & Investment Management Customized for You

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Strategies
  • Education Saving
  • Insurance Analysis
  • Roth Conversions
  • Financial Plans
your First meeting

What to Expect:

Complimentary Assessment

We meet to discuss your financial situation or concern. There is no obligation to use our services after this meeting. Feel free to bring as many statements and documents to this meeting as you like!

Proposal

You receive financial planning and investment suggestions, as well as a cost proposal.

Work With Us

After reviewing the proposal, you decide if you would like to work with us!

Cale Flage, CFP®

  • 352-333-7990
  • info@lowryfinancialadvisors.com
  • 12921 SW 1st Road, Suite 215, Tioga, FL 32669

Cale Flage, CFP®

  • 352-333-7990
  • info@lowryfinancialadvisors.com
  • 12921 SW 1st Road, Suite 215, Tioga, FL 32669

This communication is strictly intended for individuals residing in the state of AZ, FL, GA, NC, NJ, SC, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial Planning services offered through Lowry Financial Advisors, Inc, are separate and unrelated to Commonwealth.

BrokerCheck-2

Form CRS: Client Relationship Summary