Spotlight Series Interview with Paul R. Lowe

Brent Meyer, Founder of SafeMoney.com, sits down with Paul R. Lowe, founder of TriMark3 Insurance, to discuss his relationship-based, experience-driven approach to retirement planning. With a strong focus on integrity, client education, and safe financial strategies, Paul helps families navigate the ups and downs of life with confidence and clarity.

In this Spotlight Series interview, Brent Meyer, Founder of SafeMoney.com, speaks with Paul R. Lowe of TriMark3 Insurance about his decades-long commitment to helping others achieve financial peace of mind. From Million Dollar Round Table recognition to a lifetime of service-oriented values, Paul shares how personal connection, practical guidance, and safe options help clients build a retirement they can trust.

Brent Meyer: Paul, thank you for joining us for this edition of the SafeMoney.com Spotlight Series. Let’s start with your approach—what guides the way you help people prepare for retirement?

Paul R. Lowe: I’ve always had a heart for helping others. With years of experience in the financial industry, I’ve learned that listening first is key. Retirement planning isn’t about pushing products—it’s about people. When you take the time to understand someone’s goals, needs, and concerns, the right solutions follow.

Brent Meyer: You’ve been recognized for your achievements, including membership in the Million Dollar Round Table. Can you share more about the experience that shaped your practice?

Paul R. Lowe: I’m honored to have earned that recognition, but what’s shaped me most are the relationships I’ve built along the way. I serve on a bank board, which gives me a broader perspective on financial stability and economic trends. But really, it’s the families I work with every day—many of whom I consider close friends—that have taught me the most.

Brent Meyer: Ethics are clearly important to you. How would you describe your guiding philosophy when working with clients?

Paul R. Lowe: I treat every client like I would my own family. That means doing what’s best for them—even if it’s not always the easiest or most profitable path. Trust is everything in this business. My goal is to ensure that clients feel confident, informed, and secure every step of the way.

Brent Meyer: What should people look for when choosing a financial advisor?

Paul R. Lowe: Look for someone who listens. Someone who cares. A good advisor doesn’t just talk numbers—they help you build a pathway based on your values and financial goals. If you feel heard and understood, you’re in the right place.

Brent Meyer: How do you stay up-to-date with the ever-changing financial landscape?

Paul R. Lowe: I make it a point to attend clinics and webinars regularly. This industry evolves, and it’s my responsibility to stay sharp. Education is a lifelong pursuit—both for myself and for the clients I serve.

Brent Meyer: What strategies have you found to be most effective in helping clients meet their goals?

Paul R. Lowe: Listening is the foundation. When you truly understand someone’s vision, you can offer advice that fits. I focus on safe, proven options—ones I’ve seen work over the years. Stability and long-term success matter more than chasing returns.

Brent Meyer: Financial literacy is such a critical part of the journey. How do you empower your clients to make informed decisions?

Paul R. Lowe: I walk them through every step with clarity. No jargon, no pressure—just real conversations about what’s possible. Education is power. I’ve always believed that when people understand how their money works, they make smarter choices for themselves and their families.

Final Thoughts

Brent Meyer: Paul, any final words of advice for those preparing for or already in retirement?

Paul R. Lowe: Don’t go it alone. Retirement isn’t something you should figure out through trial and error. Work with someone who listens—someone who puts your best interest first. When you find an advisor who treats you like family and focuses on safe, proven strategies, you’ll feel more confident in your financial future. That’s been my mission from day one—and it still is today.

About Paul R. Lowe

Paul R. Lowe is the founder of TriMark3 Insurance, where he brings a relationship-driven, ethics-first approach to retirement planning. A longtime member of the Million Dollar Round Table and a respected bank board member, Paul is known for his deep commitment to his clients—many of whom he considers extended family. With a focus on safe, time-tested solutions, Paul helps individuals and families build financial confidence that endures.

Thank you for joining us—and stay tuned as we continue to spotlight more outstanding financial professionals across the country.

The content provided is for general educational purposes only and should not be considered financial, investment, legal, or tax advice. SafeMoney.com is not affiliated with, does not endorse, and assumes no responsibility or liability for the actions, advice, or services of any third-party financial professional, company, or organization featured in this content. SafeMoney.com is not a licensed financial advisory firm and does not offer individualized financial planning, investment recommendations, or insurance product guidance. Viewers are strongly encouraged to consult with a licensed and qualified financial professional before making any financial decisions. Any financial strategies discussed may not be appropriate for all individuals and are subject to the terms, conditions, and claims-paying ability of the issuing insurance company or financial institution.