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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Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Term insurance is the simplest form of life insurance. Here's how it works.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Understanding how a stock works is key to understanding your investments.
It sounds simple, but paying yourself first can really pay off.
Here are some simple and inexpensive energy-saving tips that may help you save money.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
When do you need a will? The answer is easy: right now.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Here are five facts about Social Security that might surprise you.
Three things to consider before dipping into retirement savings to pay for college.
Are you ready for retirement? Here are five words you should consider.