1040 Broad Street, 2nd Floor,
Shrewsbury, NJ, December 5th, 2023 – Mark Lowe, Certified Financial Planner (CFP)®, Chartered Life Underwriter (CLU)®, and Chartered Financial Consultant (ChFC)® as well as Founder and President of The Conservative Advisor, has hit #1 on the Amazon Best Seller list in the category of Investment Portfolio Management for his first book The Conservative Advisor for the Conservative Investor: How to Minimize Taxes, Increase Lifetime Income, and Leave a Tax-Free Legacy.
In the book, Lowe delves into how affluent individuals leverage life insurance beyond its death benefit for wealth accumulation, why a retirement plan should be optimized for guaranteed income, and how taxes may be higher than assumptions would suggest, has resonated with readers seeking insights and strategies for improved financial positioning.
“I am heartened at the positive response to the book,” said Lowe. “My goal was to create a roadmap for individuals to reference to solidify their long-term financial success while educating people from all walks of life on optimal retirement planning.” Lowe goes on to say, “Writing it was a labor of love and the culmination of decades of client service in the industry. I’m thankful for its success.”
For more information about Mark Lowe, The Conservative Advisor firm, and The Conservative Advisor for the Conservative Investor: How to Minimize Taxes, Increase Lifetime Income, and Leave a Tax-Free Legacy, please visit https://www.theconservativeadvisor.com.
About The Conservative Advisor
The Conservative Advisor assists individuals, families, and business owners with every aspect of their financial lives. The firm strives to empower clients in achieving financial stability, security, and independence by focusing on approaches aimed at decreasing taxation, increasing income, and reducing risk exposure.
Mark Lowe is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. THE CONSERVATIVE ADVISOR is not an affiliate or subsidiary of PAS or Guardian. THE CONSERVATIVE ADVISOR is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.