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Take the first step toward reaching your financial goals

Get the information that can help you live a confident retirement.

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UPCOMING EVENTS

Retirement looks different for everyone — but the concerns are often the same. How do I protect what I've saved? Will inflation shrink my purchasing power? What happens if something unexpected comes up?

Our local events are built around your questions, giving you straightforward answers and practical strategies to help you retire — and stay retired — with confidence.

Health & Wealth Symposium

Wednesday July 15, 11:30 - 1:30PM

Cripple Creek and Golf Club - 29494 Cripple Creek Dr. Dagsboro, DE 19939

Speakers:

Michael P. Loftus - Loftus Wealth Strategies 

Chris Brinson, LMT - Heal Well Massage - Aging and the importance of massage

Nicki Evans, Clinic Director, Physical Therapist - AquaCare

Registration link below

Open to the Public - For Qualified Investors Only

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Prefer an individualized approach

Schedule a meeting with Michael to create your financial strategy today.

Or give us a call at

302.251.8901 - 904-525-8778

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CONTACT US

32895 Coastal Highway
Bethany Beach, DE 19930
Phone: 302.251.8901
Fax: 800.285.9430

90 Fort Wade Road, Suite 100
Ponte Vedra, FL 32081
Phone: 904.525.8778
Fax: 800.285.9430

Mail Only: PO Box 1045 Bethany Beach, DE 19930

Outside of our two physical offices, we work with clients in Eastern PA, NJ, MD, and Northern VA. With today's technology, we are also proud to serve clients in various parts of the country.

Privacy Policy | Terms of Use

 

Loftus Wealth Strategies is a Registered Investment Advisory Firm offering advisory services in the State of Delaware, Florida, Pennsylvania  and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.   The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.  This information should not be relied upon as the sole factor in an investment making decision.  All written content on this site is for information purposes only. Opinions expressed herein are solely those of LWS.

 

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