We’re Helping Retail Leaders Retire with Confidence.

Since 1993, we’ve served professionals like yourself. We’d love to join you on this journey.

Our Gift to You

About The Four Buckets

**You’ve worked hard and saved for retirement—but now what?**

Most retirees respond by trimming their budgets, cutting excess, and protecting their savings. The result? A retirement spent too cautiously, potentially missing out on the life they could have lived.

In The Four Buckets, Ethan Lohr challenges you to dream bigger—then gives you the blueprint to make it happen.

Through the Four Buckets Strategy, you’ll learn how to:

Elevate your lifestyle with greater confidence
Create a flexible plan that balances security and growth
Enjoy steady, behavior-proof income built to last

Fear and worry don’t have to define your retirement. Let your money work for you—so you can enjoy all that this season holds.

Hear their stories.

“Working with Ethan Lohr has truly been one of the most meaningful and impactful decisions I've made for my
financial wellbeing. From the very beginning, Ethan approached my concerns with patience, compassion and a
deep sense of responsibility. He didn't just manage my investments - he built a comprehensive financial plan that
reflected my goals. my values, and the future I envisioned. His clear, thoughtful guidance through both financial
planning and investment strategies helped me feel informed and empowered. Even complex decisions became
manageable because Ethan always took the time to explain the "why" behind every recommendation, ensuring I
felt confident and secure at every step. Ethan worked tirelessly to protect and grow my portfolio, making strategic
adjustments along the way to keep me on track for a comfortable retirement. Every move he made was rooted in
genuine care and what was right for me - not just what looked good on paper. Because of his expertise and
dedication, I was able to retire when I was ready - with peace of mind and financial stability. Most importantly, I
trust Ethan completely. That trust was earned through his integrity, consistency and personal commitment to my
success. Without question, working with Ethan as been the most valuable investment I've ever made in my
financial future.”

The statement was provided in May 2025 by Maxine Lowther who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

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