GET STARTED IN 5 EASY STEPS:
01
Explore
We'll get to know each other and, together, decide if working together makes sense. This step is about making sure you never feel like you're handing your future to a stranger — you'll leave knowing exactly who's in your corner and why.
02
Evaluate
We'll look under the hood so you stop wondering if there are gaps in your plan. Most people find at least one thing they hadn't thought about
03
Envision
We'll walk you through a holistic retirement strategy built around your life, not a generic template. Most people feel a real sense of relief here — for the first time, retirement stops feeling like a distant worry and starts feeling like something you can actually see.
04
Execute
We'll put the agreed-upon plan into motion so you can stop carrying the weight of 'I should really do something about this.' You'll move from thinking about your future to knowing it's being actively worked on
05
Educate
Through monthly market updates, educational videos, and ongoing communication, we make sure you're never left guessing about what's happening with your money. No more opening a statement and wondering if you should be worried
Fee-Only, Advice-Driven, 100% Fiduciary
As a Registered Investment Advisor (RIA), we’re legally & ethically bound to put YOUR interests first – always. No hidden agendas. Just transparent, conflict-free advice built for your financial future.
Testimonials
After years of managing my own investments, the markets became too complex and time-consuming. I carefully vetted several advisors over six months and chose Michael Loftus. Michael’s extensive experience, ongoing education, and teaching at the University of Delaware Lifelong Learning Institute (where I first met him) set him apart. He’s a dedicated, excellent communicator who keeps me informed and on track with my goals. I highly recommend Michael Loftus of Loftus Wealth Strategies.
GE - Rehoboth, DE
When my wife and I retired in 2010 and moved to Lewes, DE, we no longer had regular paychecks and needed guidance for our savings. We spotted Loftus Wealth Strategies in our church bulletin and scheduled a meeting. Expecting a hard sell, we were pleasantly surprised by the relaxed, helpful discussion with Michael. We wanted conservative investments with modest growth—he’s delivered exactly that. Over the years, Michael has become more than an advisor; he’s a trusted friend we turn to for financial and other advice. We’re so glad we called him and highly recommend him.
J&C - Lewes, DE
Michael has always made time for us, answering questions on investments, life insurance, and family planning. We especially appreciate that he’s willing to meet at our home. He clearly explains the tools and strategies he uses to help us before and after retirement. We’ve been with him for over 10 years and remain very satisfied.
I&C Ocean View, DE
Start Your Path to a Confident Retirement
Start with a Complimentary 30-Minute Discovery Call
This is all about you. During our no-cost introductory call, you’ll have the floor to walk us through your financial life—your goals, concerns, and everything in between. We’ll listen carefully and explore how our fee-only, fiduciary advice can support your journey. Flexible meeting options:
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If you’re near one of our offices, we’re happy to meet in person—at our office or a location convenient for you.
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Anywhere else? We’ll connect seamlessly via Zoom video chat.
No pressure, ever.
After our conversation, if we both feel it’s a great fit, you can choose to get started right away or take all the time you need to reflect. There’s never a hard sell—only honest guidance. When the alignment is right, we’ll both know it.
Ready to see if we’re the right partner for your financial future?
Schedule your complimentary call today @ 302-251-8901 or fill out the form below and we'll call you to schedule.
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