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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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA(www.finra.org)/SIPC(www.sipc.com).  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.   Cambridge and Loftus Wealth Strategies are not affiliated.  Cambridge does not offer tax or legal advise  Michael P. Loftus is registered to sell securities in the following states: NC, TN, WV, DE, FL, IL, MD, PA, VA. A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.  PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.   Click here to view our privacy policy.