OUR SERVICES

LOFTUS WEALTH STRATEGIES 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.

START PLANNING TODAY

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.  

START PLANNING TODAY

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.

Learn More About Our Business Solutions

GET STARTED

SCHEDULE AN APPOINTMENT

As they world has changes, so have we.  We can meet face to face or by virtual means, where you do not have to leave the  safety and comfort of your home.  As long as you have a device and the internet, we can meet.  Meet us when it is convenient for you, from wherever you are. 

We can engage with you via Zoom, a secure venue or phone call  

VIRTUAL ZOOM MEETING
PHONE APPOINTMENT

Want us to contact you?  Just fill out the form below and we get back to you as soon as possible.

To schedule a meeting in person call our office at (302) 251-8901

Thanks for submitting!

MAILING ADDRESS:

PO Box 1045

Bethany Beach, DE 19930

PHONE:

(302) 251-8901

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.

*Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Loftus Wealth Strategies and Untied Planners Financial Services are not affiliated. 

*We are licensed to sell Securities in DE,PA, MD,IL,NC. Insurance-related services may not be provided to individuals residing in any states other than DE,PA, MD,IL,NC.