We help you Connect Your Money To Your Life TM,
so you can devote yourself to living the life you dream and design.

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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.

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Lofy Group

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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The Lofy Group Difference

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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Our Compass

Our guiding principal is to do what is best for our clients based on honesty, integrity, knowledge, skill, results, wisdom, and compassion.
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Helpful Content

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Interest Rates: How Low Can They Go?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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