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SCHEDULE AN APPOINTMENT

To schedule a meeting in person call our office at (302) 251-8901

MAILING ADDRESS:

32828 Reba Rd, Suite C

Millville, DE  19967

PHONE:

(302) 251-8901

Check the background of your financial professional on FINRA's BrokerCheck- https://brokercheck.finra.org The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

*Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Loftus Wealth Strategies and Untied Planners Financial Services are not affiliated. 

*We are licensed to sell Securities in DE,PA, MD,IL,NC. Insurance-related services may not be provided to individuals residing in any states other than DE,PA, MD,IL,NC.

BUSINESS SOLUTIONS

At Loftus Wealth Strategies, we offer many strategies to help the small business owners, whether it's creating the right retirement plan or protecting your business through Insurance.

 

We also become a trusted partner and are able to offer much more to our business clients. Prior to starting Loftus Wealth Strategies, Michael Loftus held Senior level positions on the Institutional side of the Financial World. In these roles, he ran sales, marketing, business development and was also responsible for the financials. It’s this experience and knowledge that he brings to his clients everyday.

 

Also as a fellow small business owner, we get it! In corporate it was great to have plenty of staff, but now we wear many hats just like you. So we’re here as a sounding board, to offer ideas that you can help you in many aspects and most importantly help you be successful.

 

Below is a list of many of our offerings, please call if you need additional assistance.

EMPLOYEE BENEFITS AND INSURANCE PROGRAMS

  • Survivorship Life Insurance

  • Term Life Insurance

  • Disability Life insurance

  • Executive Benefit

  • Deferred Compensation Plans

  • Key Person Insurance

  • Buy/Sell Insurance

  • Buy/Sell Disability Insurance

  • Long-Term Care Insurance

RETIREMENT

PLANS

  • Individual Retirement Accounts (IRAs)

  • Simplified Employee Pensions (SEPs)

  • 401(k) Plans

  • Individual K (Indy K)

  • SIMPLE Retirement Plans

  • Pension Plans

  • Profit Sharing Plans

302-251-8901

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