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.
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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Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Bonds may outperform stocks one year only to have stocks rebound the next.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
An increasing number have been developed to help individuals with their personal finances.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What if instead of buying that home, you invested that money?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.