How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Why I Care So Much About Financial Confidence
I’m Judi Lohr Mohr, CFP®, an independent financial advisor who has spent more than 39 years helping people make important financial decisions.
I have met many intelligent, successful women who still feel anxious when making decisions about investments and retirement. Some have relied on a spouse to manage the family’s money. Others have accumulated significant assets but are unsure how to turn those assets into a retirement they can feel confident about.
My goal is not simply to tell you what to do. It is to help you understand your financial life well enough to participate confidently in the decisions affecting your future.
What I help people think through
Retirement readinessInvestment managementRetirement incomeSocial SecurityTax-minimization strategiesInsuranceLong-term careEstate planning coordinationFinancial organization
Serving women in the Fort Mill / Charlotte area and beyond
I’m Judi Lohr Mohr, CFP®, an independent financial advisor who has spent more than 39 years helping people make important financial decisions.
I have met many intelligent, successful women who still feel anxious when making decisions about investments and retirement. Some have relied on a spouse to manage the family’s money. Others have accumulated significant assets but are unsure how to turn those assets into a retirement they can feel confident about.
My goal is not simply to tell you what to do. It is to help you understand your financial life well enough to participate confidently in the decisions affecting your future.
CERTIFIED FINANCIAL PLANNER®
888-728-2811
jmohr@milestoneadvicegroup.com
Judi Lohr Mohr is a CERTIFIED FINANCIAL PLANNER™ professional and independent financial advisor with LPL Financial. Her financial service career began in 1987 as a financial consultant with a major brokerage firm.