GET STARTED

SCHEDULE AN APPOINTMENT

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

MAILING ADDRESS:

32828 Reba Rd, Suite C

Millville, DE  19967

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.

Creating Your Future

Who is a Typical Loftus Wealth Strategies Client?

Our typical client is someone age 50 plus with $350,000 or more in investable financial assets 

 

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

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

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

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 

PLATFORM FEE  .15%

FINANCIAL PLANNING FEE .50%

INVESTMENT MANAGEMENT FEE  .50%

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.  

 

302-251-8901

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