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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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Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
There are benefits and limitations when you decide to donate stock.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A look at the new, record-high retirement contribution limits from the IRS.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here are five facts about Social Security that are important to keep in mind.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When you retire, how will you treat your next chapter?
Savvy investors take the time to separate emotion from fact.
An amusing and whimsical look at behavioral finance best practices for investors.
Making the most of surprises is a great reason to work with us.