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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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

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

 

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Building Your Legacy

A four-step framework for building a personal legacy.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Contributing to an IRA?

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Saving for College 101

Here’s a crash course on saving for college.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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