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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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn a little about worldwide currency in this fun infographic
This article may help you maximize the benefits of your donation for your chosen charity.
Lifestyle considerations in creating your retirement portfolio.
An increasing number have been developed to help individuals with their personal finances.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The market is as unpredictable as the weather. We’d love to help you prepare.
That big list of dreams and goals isn't the only way to look at your bucket list.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What if instead of buying that vacation home, you invested the money?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate