We help you Connect Your Money To Your Life TM,
so you can devote yourself to living the life you dream and design.

I’m Good Financially Project ™

The I’m Good Financially Project TM.

It’s a good feeling when you know you are OK financially, and can be OK in the future, and that money is serving what you want your life to mean.  If asked how you are doing financially, the answer that comes to mind is “I’m good!” 

The feeling comes from more than just dollars in your bank account.  Our mission is to help you work toward that sense of “I’m good”, and retain it. Using our Ten Money/Life Keys TM  , we help you get and keep ten aspects of your financial life working in unison toward your common goals:

     I. Family

     II. Community & Legacy

     III. Financial Planning & Retirement; Work/Life Goals, Lifestyle Management, Life

          Cycle Planning

     IV. Preservation Planning & Risk Management

     V. Legacy, Estate Planning, Wealth Transfer, Titling & Beneficiary Designations

     VI. Assets & Investments

     VII. Liabilities, Income, Expenses, & Cash flow

     VIII. Taxes

     IX. Recordkeeping

     X. Miscellaneous & Other Matters

No strategy assures success or protects against loss.

The Lofy Group and LPL Financial do not provide tax or legal advice services. Please consult your tax or legal advisor regarding your specific situation.