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Plan for tomorrow with confidence. Secure your future and protect what matters most.
It’s never too soon to start saving for retirement or to plan how your wealth will benefit the people and causes you care about most. Whether you’re building your nest egg, managing assets, or preparing to pass on your legacy, Lowell Five Bank and our partners at KAF Wealth Management, LLC and Lincoln Investment provide guidance and tools to help you make informed decisions. Together, we create a personalized financial plan that aligns with your goals, balances growth and security, and ensures your financial future and your legacy are protected for years to come.
Planning begins by understanding your financial picture. Start by scheduling time with a Lowell Five Bank Financial Planning Advisor. We can help assess your goals, investments, and readiness for the future with a wellness check.
Planning for retirement is about creating the future you want. A retirement plan will outline strategies to help you build and sustain assets to allow for more income in retirement and a more comfortable future. The earlier you start, the more time your savings have to grow, and the greater flexibility you’ll have when life changes. Whether you’re just getting started or refining your long-term plan, our advisors can help you build a strategy that supports your goals today and tomorrow.
If you’re unsure where to begin, the experienced professionals at Lowell Five Bank, KAF Wealth Management, LLC, and Lincoln Investment* can help guide you.
*Check the background of these financial professionals on FINRA’s Broker Check.
Estate planning is about more than distributing assets. It’s about preserving your legacy and ensuring your wishes are honored. Estate plans also consider how your financial choices reflect your values—whether that means supporting family, contributing to your community, or ensuring your business transitions smoothly.
In partnership with KAF Wealth Management, Lowell Five Bank helps you address all aspects of your estate plan, including:
KAF’s relationships with expert tax advisors and estate attorneys ensure a thorough review of your plan. If you already have documents or an estate plan in place, KAF can review them to ensure they align with current laws and your goals.
Planning begins by working with a Lowell Five Bank Financial Planning Advisor. We go out-of-the-box to be there and know our customers, listening and building trust.
Your Advisor will gather information to understand your financial life, goals, and risk tolerance. This personalized approach helps identify opportunities to strengthen your financial position and create a plan tailored to you and your family.
Financial Modeling will assess your current situation and project if you have enough savings, insurance or healthcare coverage as well.
A retirement plan should give you the ability to retire when you choose. It will provide strategies to build and sustain assets, helping ensure lasting income and long-term security.
Licensed Insurance Producer, Financial Services Representative
Select a date and time that is convenient for you to speak with a Lowell Five Bank Advisor.
Speak with real people who solve problems at 978.452.1300
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. www.lincolninvestment.com. 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 product is subject to investment risks, including possible loss of principal. The safety of your principal and interest is solely dependent upon the company’s financial condition. © 2026 Lowell Five Bank. © 2026 The Savings Bank Mutual Life Insurance Company of Massachusetts, Woburn, MA. All rights reserved. NAIC #70435.
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.
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