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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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The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
This short video helps explain why markets can be as unpredictable as the weather.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Five overlooked tax deductions to help manage your tax bill.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Do you understand these common mobile slang terms?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What does your home really cost?
Here is a quick history of the Federal Reserve and an overview of what it does.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Want to do more with your wealth? You might want to consider creating a charitable foundation.