OUR SERVICES
Loftus Wealth Strategies believes that customized planning and goal-based investing is at the core of wealth management. Below you will find more information regarding financial planning and investment management, as well as employer-sponsored retirement plans.
WEALTH MANAGEMENT
After sitting down with clients year after year we have learned that one of the greatest fears they have is running out of money before running out on life.
We work with clients who are retired, or nearing retirement, to develop retirement strategies with the goal of making their money last longer. Each of these strategies are personalized because, as you know, there is not one solution for every problem.
We're here to help you make decisions about your retirement; your investment goals, when should you start collecting Social Security, your insurance needs, long-term planning, RMD's and more.
CREATE A FINANCIAL PLAN FOR YOUR FUTURE
You're not ready for retirement but you have a vision of what your retirement is going to look like. However, without a plan that vision is just wish. We can help you create a comprehensive financial plan that includes saving, debt, budgeting, education planning, estate planning and more that will help make that vision a reality.
SMALL BUSINESS SOLUTIONS
At Loftus Wealth Strategies, we offer many strategies to help small business owners, whether it's creating the right retirement plan or protecting your business through Insurance. However, our services go far beyond just financial. Prior to starting Loftus Wealth Strategies, Michael Loftus held Senior level positions in sales, marketing and business development therefore is able to provide sound advice and consulting to help you meet all your business goals.