Trust. Confidence. Respect.
Lofy Group® provides comprehensive wealth management services, uniting the disciplines of financial and investment management for wealthy families and their businesses. Our qualified and experienced team builds customized wealth management strategies to help you pursue the life you desire.
We offer integrated wealth management strategies delivered with integrity and a distinctly personal touch - services that go beyond portfolio design and management - allowing you to pursue your dreams and turn life's aspirations into financial realities.
Feel confident that you have considered the options, risks and opportunities. Trust that your financial affairs are operating under a comprehensive, sound financial strategy, which is designed for you, controlled by you, and professionally monitored.
We want to walk with you, toward and in retirement.
Lofy Group is an integrated wealth management firm serving wealthy families and successful businesses through the strategic integration of financial services.
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For our clients, our extensive services, commitment to quality, disciplined approach and personal relationships are what set us apart from the rest.
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Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
It's important to understand how inflation is reported and how it can affect investments.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: right now.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.