get started in 5 easy steps:
We’ll get to know each other and, together, we’ll decide if working together makes sense.
We’ll examine your current financial situation, discover your risk tolerance and determine your retirement needs.
We’ll go over our holistic approach to financial planning and how it can benefit your retirement strategy.
We’ll implement the investment strategies we’ve agreed upon for your unique situation and goals.
We’ll ensure you stay up to date on what’s happening with your accounts through monthly market updates, educational videos and more.
When you count your assets, do you include life insurance?
People don't often think of life insurance as an asset — but it can be! This brochure can help you understand the power of life insurance, including its ability to:
- Help protect you from future tax rate increases
- Provide benefits while the insured is still living
- Easily divide death benefits among several beneficiaries
Guarantees and protections provided by insurance products are backed by the financial strength and claims-paying ability of the issuing insurance carrier.
Meet Michael Loftus
and Loftus Wealth Strategies
how safe is your nest egg?
We’re here to help grow and protect your savings regardless of the market. Schedule your free consultation today to learn how.
begin the journey toward your ideal reatirement
Let's Get Started
Fill out the form below to schedule your one-on-one meeting with Loftus Wealth Strategies. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
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