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.
Read More »
For our clients, our extensive services, commitment to quality, disciplined approach and personal relationships are what set us apart from the rest.
Read More »
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Building wealth requires protection from the forces of wealth destruction.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Learn how to address the challenges that women face when planning for retirement.
It's important to understand how inflation is reported and how it can affect investments.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know how to set up your financial goals for success? This knight does.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
An amusing and whimsical look at behavioral finance best practices for investors.