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.   

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.

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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

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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An Inside Look at Retirement Living

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Exit Strategies of the Rich and Famous

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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