We're Not Your Typical Financial Advisor

We're a boutique firm...but what does that mean?

It means we are the perfect size to deliver attentive, personalized service to every one of our clients. 

Our services go beyond managing your investments.  As you grow older you're financial decisions grow more important and more complex.   You want reassurance that you're making smart decisions and that each one supports the next one.  Because we are small we have the time to spend with our clients when they have these decisions to make.   We have helped clients:

  • Transition into retirement from the workforce.  We've helped clients decide what their best options are for their 401(k), create new budgets based on their new income, review life insurance policies and long-term care options

  • Decide whether they should  downsize, refinance or get a reverse mortgage and have assisted with negotiating loans and purchases

  • Decide whether or not they should lease or buy a new car and have helped negotiate a buying price  

  • Interview home care services and choose the one best suited for their needs

  • Review timeshare contracts

  • Review nursing home contracts

  • Decide which Social Security claiming strategy is best 

  • Find a second career when they retired from their first

As an advisor, we feel, that managing your investments is only one aspect of comprehensive financial planning.  Helping you navigate life after retirement is just as important and we truly enjoy helping clients meet their goals and realize their dreams.  

Find out if we're a good fit for your retirement needs, schedule a complimentary "Get to Know Us" meeting today!

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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.

*Loftus Wealth Strategies is a Register Investment Advisory Form