Accent Image Grey Accent Image
Mobile Accent Image Grey Mobile Accent Image

Financial Planning

Financial Planning can seem overwhelming and many people are unsure of when to begin the process.  Lowell Five is committed to giving you the information and advice you need to help you plan your financial future.

Choose your goals and tools

You have goals for yourself and your family, and we have the tools you need to help achieve your dreams—whether it’s owning your own home, sending your children to college, managing your investments or retirement. And just as important, we have the experience to help you choose the right tools.

If you have major life events coming up,  it’s a good time to consider what’s in store for your family.  Lowell Five can help you with a lot more than just bank accounts, such as.

  • Insurance
  • Education Planning
  • Investments
  • Retirement Planning
  • Estate Planning

Start with a Checkup

Don’t know where to begin?  Start with a financial wellness check through Lowell Five’s relationship with Lincoln Investment and KAF Financial Advisors*.  KAF Financial Advisors specializes in investment management and financial planning.  They are devoted to building trust with their clients over the long-term.  Experienced financial planners can advise you on saving for college or retirement, along with insurance and investment strategies and more.

Lowell Five reviews all financial planning referral requests to ensure the right fit.  KAF Financial Advisors will meet with you at a Lowell Five Branch convenient for you or our corporate headquarters in Tewksbury.  Your KAF and Lowell Five team will listen first and make recommendations towards helping you build a sustainable financial plan for you and your family.

Through Lincoln Investment and KAF, Lowell Five offers you access to:

  • Mutual funds
  • Exchange-traded funds (ETFs)
  • Individual stocks and bonds
  • 401(k) & 403(b) IRA plans
  • 529 plans for education savings accounts
  • Financial modeling
  • Estate planning
  • Life insurance
  • Long-term care insurance
  • Fixed & variable annuities

Call 978.452.1300, email, or stop by any branch location to talk with a team member.

*Check the background of these financial professionals on FINRA’s Broker Check.

The products offered: (i) are not FDIC insured; (ii) not deposits or obligations of Lowell Five Bank or its affiliates; (iii) not guaranteed by Lowell Five Bank or its affiliates; (iv) not insured by any federal government agency; (v) may go down in value.

Lincoln Investment and Lowell Five Bank are not affiliated. Advisory services offered through Capital Analysts and Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA and SIPC. KAF Wealth Management, LLC and the above firms are independent and non-affiliated. Legal services associated with estate planning, tax or social security claiming are not offered through, nor supervised by, The Lincoln Investment Companies.

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving our website and assume total responsibility for your use of the sites you are visiting. We make no representation as to the completeness or accuracy of information provided at these sites, nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.

  • Educational Planning

    With the price for college or vocational training rising, it helps to plan how you’ll afford such a significant investment. We can offer you options for saving for qualified education expenses, such as 529 Plans.

  • Investment and Financial Planning

    Investments and financing planning go far beyond just buying or trading stocks. Work with L5 to go beyond a short-term view and create a customized plan for your goals, whether that’s saving for college, a home, travel or retirement.

  • Retirement Planning

    It’s never too soon to start saving for retirement. Lowell Five can help you with retirement planning with Individual Retirement Accounts (IRAs) CDs, money market accounts, and more.

  • Estate Planning

    Secure your legacy with estate planning services from Lowell Five. You might not think you need estate planning, but have you considered a will, health care proxies, or gifts to others?

  • Life Insurance Options

    Lowell Five offers a number of insurance options to provide security for you and your family.