Creating Your Future

Who is a Typical Loftus Wealth Strategies Client?

Our typical client is someone who is interested in partnering with a financial professional, who advises them on investments, taxes, retirement income, legacy planning
and much more

All investments are managed by Michael, who's minimum is $500,000.  
The Firms minimum is $150,000, although exceptions are made

To learn about our investment philosophy, check out one of our Market Updates 
👉 http://www.youtube.com/c/WealthandWisdom


 
In addition, you would be a good fit if you:

Loftus Wealth Strategies Services

Prefer to delegate to a professional and enjoy all that retirement has to offer

Loftus Wealth Strategies Services

Are someone looking for a unique and exclusive experience that will help them feel confident as they embark on their financial journey to independence. 

Loftus Wealth Strategies Services

Want to feel confident that your spouse will be in great hands 

At Loftus Wealth Strategies we believe that transparency is essential for a successful relationship.   We also believe that every client deserves the same level of  planning and dedication.  All Loftus Wealth Strategies Clients receive the following:

FINANCIAL PLANNING

Performance and Cost Basis Reporting

Income Needs Analysis

Assistance in Basic Will, POA, Beneficiary Designations, and other routine estate planning needs

Implement Financial Planning Strategies (retirement, college funding, other goal funding)

Social Security and Pension Income Analysis

Cash Management and Liquidity Reviews

Tax Efficient Withdrawal Strategies

Special Planning Assistance (Elder Care issues, divorce/inheritance issues, etc.)

Insurance:  Life, Disability Income, Long-term Care and Annuities

Liability and Debt Management 

Qualified Plan Consolidation 

INVESTMENT MANAGEMENT

Ongoing Risk Profile Evaluation

Investments: Mutual Funds, Exchange Traded Funds and Individual Securities

Implement On-Going, Systematic Investment Programs

On-going Monitoring of Investment Portfolio

Active 401K and Outside Investment Reviews

BOUTIQUE SERVICES

Quarterly Call to discuss Investment Updates and Changes

Yearly One on One Lunch with Michael

Direct Personal Involvement with Client's Professional Advisors (Attorneys, Trustees, CPA's, Accountants, Mortgage Lenders, etc)

Annual Review with Individual Advisor (Mandatory)

Ongoing Review of Your Financial Plan and Current Needs

Assistance with Purchasing Decisions (Cars, Homes, etc...)

Sunset Boat Cruises on the Indian River Bay

Weekly Market Recaps via Video

Educational Videos 

Mid-year State of the Market Presentation with Lunch at Cripple Creek Golf & Country Club 

Client Appreciation Events 

INVESTMENT MANAGEMENT - FINANCIAL PLANNING FEE - Base = 1.25% - Fee goes down according to assets that are managed 

NOT READY FOR

RETIREMENT?

We can still help.  Together we can create a financial plan that incorporates your personal values as well as gives you a clear picture of your financial well-being.