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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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA(www.finra.org)/SIPC(www.sipc.com).  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.   Cambridge and Loftus Wealth Strategies are not affiliated.  Cambridge does not offer tax or legal advise  Michael P. Loftus is registered to sell securities in the following states: CA, CO, DE, FL, IL, MD, PA, VA. A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.  PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.