A GOAL WITHOUT A PLAN IS JUST A WISH

You have goals and objectives that take finances to achieve.  Without a plan all of these will remain fantasies that may never be realized.   Having a financial plan can help make these goals a reality.  

What Do You Gain By Having a Financial Plan?

Financial Planning Loftus Wealth Strategies

A peace of mind  knowing that you're on track for the future and what you want for your family

Financial Planning Loftus Wealth Strategies

You will have greater confidence of where you are going in life

Financial Planning Loftus Wealth Strategies

It will reduce your stress levels so that you can enjoy the little moments more

How does it work?

How much does it cost?

After a one-on-one with Michael and taking a complete "inventory" of your current financial picture we will deliver a detailed  financial plan that will include:

Saving •Debt  •Budgeting  • Investment Recommendations • Education Planning 

• Insurance  •Taxes •Retirement Planning •Estate Planning

We will create your custom financial plan for a one-time cost of only  $999*

* This is typically a $3000-$5000 service