Congratulations!  You've taken the first step towards financial wellness.  Having us create a financial plan helps you see the big picture and set long and short-term life goals, a must when mapping out your financial future.  

How much does it cost?

We will create your custom financial plan for a one-time cost of only  $999*

* This is typically a $3000-$5000 service 

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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.

*Loftus Wealth Strategies is a Register Investment Advisory Form