Empowering Success for Clients Like You
We're dedicated to securing your financial confidence.
A Small Firm, Focused on You
​As a small firm or focus has always been on two key elements, communicate and educate. This process is not about us, it's about you.
Five-Step Retirement Planning Process
Our structured Five-Step Retirement Planning Process creates a personalized roadmap to meet your unique needs. Driven by your goals, we craft a tailored plan to guide you toward a confident financial future.
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.
Success is not the absence of obstacles, but the courage to push through them.
Key Points to Having a Plan
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Set Clear Goals: Define specific, measurable financial objectives, such as retirement savings or debt reduction, to guide your plan.
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Create a Tailored Strategy: Develop a disciplined, personalized roadmap, like a step-by-step process, that aligns with your unique needs and risk tolerance.
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egularly Review and Adjust: Monitor your plan consistently and adapt it to life changes or market conditions to stay on track toward your financial future.
At Loftus Wealth Strategies, we understand that financial planning encompasses a wide array of critical components, including determining your ideal retirement age, assessing whether your savings will suffice, and navigating investments, insurance, and tax strategies, among others. We believe that a financial plan should be viewed as a living and breathing document—one that evolves and adapts as your circumstances change over time. Our commitment to you extends beyond merely creating a plan; we prioritize ongoing communication and education to ensure you feel informed and empowered throughout your retirement journey. Furthermore, as we deepen our understanding of your unique situation, we are ready and willing to collaborate with other professionals, bringing in experts in areas outside our immediate expertise to enhance your financial strategy. Ultimately, our goal is to inspire you to achieve financial peace of mind, fostering a long-term relationship built on trust and informed decision-making as we navigate the path to your financial future together.
What is the investment required?
Our team is prepared to craft a personalized financial plan aligned with your unique needs and goals, with costs ranging from $999 to $2,500 based on your specific circumstances.
