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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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Is your estate in order? This short quiz may help you assess your overall strategy.
Knowing your options when a CD matures can help you make a sound investment decision.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Understanding the economy's cycles can help put current business conditions in better perspective.
Simple steps may help you foil hackers and protect your privacy.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
There are hundreds of ETFs available. Should you invest in them?
When do you need a will? The answer is easy: right now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.