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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Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Here's a breakdown of how the federal government spends your tax money.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Four vacation destinations you might never have thought of.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What is your plan for health care during retirement?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here is a quick history of the Federal Reserve and an overview of what it does.
Are Real Estate Investment Trusts right for your portfolio?