Helping Our Clients Navigate their Financial Future Since 1974

Loehr Financial Planning Services, Inc. is a family owned business celebrating 35 years of success.  We are determined to help our clients work towards their goals.  We take a consultative approach as each clients' situation and set of circumstances are unique.   We offer a wide range of services from Comprehensive Financial Planning to Employee Benefit Plans.  Please make yourself at home and feel free to contact us with questions!

                James B. Loehr, CFP                                                Deborah E. Loehr

                                   

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

More Newsletters →