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.


  • 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



  • Individual Retirement Accounts (IRAs)

  • Simplified Employee Pensions (SEPs)

  • 401(k) Plans

  • Individual K (Indy K)

  • SIMPLE Retirement Plans

  • Pension Plans

  • Profit Sharing Plans