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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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Learn when it may not make sense to file a claim on your home insurance.
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An inside look at how marginal income tax brackets work.
An increasing number have been developed to help individuals with their personal finances.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding the economy's cycles can help put current business conditions in better perspective.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, covering how bond laddering works.
Learn how to harness the power of compound interest for your investments.
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A bucket plan can help you be better prepared for a comfortable retirement.
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