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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Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Don't let procrastination keep you from pursuing your financial dreams and goals.
When considering life insurance, it's important to understand your options.
Is your estate in order? This short quiz may help you assess your overall strategy.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Tips on insuring your teen driver.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
What are your options for investing in emerging markets?
Here’s a crash course on saving for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?