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Lovett & Associates is a veteran-owned family business serving Waco, Texas and the surrounding areas since 1978. Our integrated approach combines financial, estate, insurance and investment strategies to provide a big-picture view of your financial landscape and how all the pieces fit together. We specialize in retirement income planning and develop strategies designed to protect your retirement assets from potential challenges such as inflation, rising health care costs, market fluctuations and longevity risks, while helping to minimize taxation. Ready to retire with confidence? With our help, you can!
Founder, Owner & CEO