Smaller focus. Bigger results.
From the beginning, Loftus Wealth Strategies has committed to staying small, serving no more than 100 households so that we can provide personalized service and custom portfolio management for our clients.
Five-Step Retirement Planning Process
Our disciplined Five-Step Retirement Planning Process provides a roadmap for addressing each of our clients’ unique needs. Guided by your goals and objectives, we will tailor a plan to help you reach your destination.
Hover over image for detail of each step within our process.
Step 1: Explore
Are We Compatible?
We’ll get to know your story. We’ll discuss your goals and dreams as well as your concerns. You’ll also get to know us and how we work to help our clients fulfill their retirement dreams. Together, we’ll decide if working together makes sense.
Step 2: Evaluate
Can We Add Value?
We’ll review your current portfolio and retirement plan and look for any areas of concern. We’ll discover your risk tolerance, analyze fees and uncover potential opportunities and/or hurdles.
Step 3: Envision
How Can We Make a Difference?
We’ll go over our full-cycle investing process for both good and bad markets. You’ll better understand our holistic approach to tax, estate, income and legacy planning and how this approach can benefit your retirement strategy.
Step 4: Execute
How Will We Serve You?
At this point, we’ll implement the investment strategies we’ve agreed upon for your unique situation and goals. We’ll review your current accounts and set up any necessary new accounts for online access. Finally, you’ll learn more about our team and communication strategy.
Step 5: Educate
Ongoing Relationship
Education is the key to a successful financial future. You’ll receive high-touch ongoing communication throughout our relationship, so you’re always up to date on what’s happening with your accounts. You’ll receive monthly market updates and educational videos, invitations for quarterly webinars and live events, and one-on-one relationship-building meetings. We are committed to providing value-added service for all your financial needs.
A Goal Without a Plan
is Just a Wish
What Do You Gain By Having a Financial Plan?
- A peace of mind knowing that you're on track for the future and what you want for your family
- You will have greater confidence of where you are going in life
- It will reduce your stress levels so that you can enjoy the little moments more
we work with you across three key areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
How much does it cost?
Our team is ready to design a custom financial plan tailored to your needs and goals. Depending on your situation, plans can be developed anywhere from $999 to $2,500.
Ready to Take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend an event.
