Financial Growth
Why do we use it? It is a long established…
Resources & Tools
An investment in knowledge pays the best interest
An investment in knowledge pays the best interest
We’ll work with you to prepare a proven retirement solution that’s as unique as you are. Learn more about us, our process, and educate yourself with my video library, financial resource tools, recommended top financial sites and my blog!
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Financial News Sites
Below is a list of some of the most visited financial news site for your education and reference
Helpful Articles
Here are some articles I have referenced across my site as well as links I send to my clients when they are doing their due diligence
Loftis Retirement Blog...Coming Soon
Helpful Articles
Here are some of the articles I have referenced throughout my site as well as links I send to my clients when they are doing their due diligence.
What is the Average Investment Management Fee?
Typical 401(k) Fees
Calculating Taxes
Retirement Planning
Helpful Tax Tips
SSI Calculator
