Welcome to The Lotter Group, affluence management for real people.

For over a decade The Lotter Group has addressed the special needs of affluent individuals. We offer a comprehensive financial solution that can assist you with every element of your financial plan. From estate planning to tax strategies, you can rely on The Lotter Group to provide superior financial planning services with complete privacy and confidentiality.

In addition, The Lotter Group features business management services which help small-to-medium sized businesses devise favorable financial strategies.

We invite you to explore our site and discover the myriad of specialized financial services we offer. We also encourage you to visit our free online resource center at www.fhri.org, one of the most informative, and easy-to-use financial resources, available.







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California Insurance License #0B10701