TruNorth Wealth Management | Financial Planning

Ready to Retire Podcast

Retire With Clarity and Confidence

Starting to think about retiring and want to learn more? You’re in the right place. With our Ready to Retire podcast, we’re going to tell real-world stories, provide education around key topics from those stories, and give you actionable tips to help you get ready to retire with clarity and confidence. Watch our video to learn more.

Introductory Video

The Future You Envision Awaits

Let’s work together to help get you there.

Couples and individuals who want to know where they stand in terms of retirement look to us for seasoned advice. We specialize in serving people who are passionate about their future and interested in retiring early so they can begin enjoying it sooner.

How We Help

Discover Your Path Forward

When you work with us, you will receive comprehensive financial planning and advisor-managed investment portfolios from a full-service advisory firm. We offer personalized strategies to help you pursue your goals and dreams.

Comprehensive Financial Planning

Develop a plan that targets your goals, objectives, and values.

Progressive Investment Strategies

You get an asset allocation and diversification plan customized to your needs.

Second Look Investment Review

You’ll benefit from a second opinion on your portfolio from an independent fiduciary.

Tax Efficiency Analysis

Together, we will determine if you could benefit from a more tax-efficient strategy.

Speaking Engagements

You can schedule Danette Lowe to speak on a variety of financial education topics.

Savvy Savers

Meet Sarah and Kevin

Are you saving enough? Will you be on track to retire early? Should you be saving more now? If you are asking the same types of important planning questions that we helped Sarah and Kevin address, read their story to see how we guided them to find the appropriate answers.

See Full Story

Skills and Experience

Danette Lowe, CFP®, Founder—Wealth Advisor offers the experience you need to succeed.

CERTIFIED FINANCIAL PLANNER™ professional
Custom portfolio management
23 years of financial planning and investment experience
Works closely with your CPA, attorney, and other advisors
Skilled in life transitions
Experience with special needs situations
Bachelor's degree in business and finance
Social Security strategies and Public Employees' Retirement System (PERS) coordination

Get Answers to Common Financial Questions

Navigate, our newsletter, is packed with helpful advice, real life stories, and useful tips and strategies.

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

Use of Cookies: Our website uses Google Analytics to provide insight into our website and to improve the relevance of marketing. For more details about how Google uses information from sites or apps that use our services, visit google.com/policies/privacy/partners/. If you would like to opt out of Google Analytics, please visit tools.google.com/dlpage/gaoptout.