Trust. Confidence. Respect.
Trusted One PlaceTM
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 strive to turn life's aspirations into financial realities.
Feel confident that you have considered the options, risks and opportunities. Trust that you are in charge of your financial affairs and that they are operated under a comprehensive financial strategy which is designed by and for you, and is 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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Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
What kind of auto insurance should you have? Do you know?
Knowing your options when a CD matures can help you make a sound investment decision.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Retirees traveling abroad need to know that their health insurance travels with them.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A special needs trust helps care for a special needs child when you’re gone.
Taking your Social Security benefits at the right time may help maximize your benefit.