Who We Are
Simplicity is the ultimate sophistication
– Albert Einstein
Who We Are
About Us
Loftis Retirement Solutions, LLC was founded in 2017 by Bret Loftis. Bret got his start in financial services with a large firm in 2005 and quickly realized it was not what he thought. He was under the impression that everyone received equal attention and a tailored approach. However, that was not the case. When 2008 came he witnessed the hardships and struggles many people went through. The lack of guidance, compassion and integrity offered to those individuals lead him to start his own firm.
As a fiduciary, we believe that retirement is not all about money. In fact, if you have a great retirement strategy, money should be the last thing on your mind. We help our clients acquire resources that provide income for the lifestyle they desire, no matter what happens. Many people claim to offer this but very few give you the tools, education, and solutions required to make that a reality.
There are countless people out there that do not know what retirement looks like for them or how it works. No matter your situation, we will work with you to find the solution that’s right for you.
18
Years of Experience
17
Team Members
The Loftis Legacy
Loftis Retirement Solutions, LLC is a boutique advisory firm lead by Bret Loftis. We offer exceptional service that is personal and private. We are located in beautiful Meridian Idaho, and we now work with most clients virtually. This allows us to help people all over the country.
Our motto is based on a quote from Albert Einstein “simplicity is the ultimate sophistication”. Our process revolves around this self-defined truth. This helps us better prepare our clients for the lifestyle in retirement they deserve.
Professional Advice
Whenever you talk with someone in financial services, please ask them about their experience and if they are a fiduciary. We have both and know how many good people are mislead due to greed or lack of understanding.
Fully Independent
As an independent fiduciary financial brokerage we have access to dozens of different companies and hundreds of products. This means we get to design the product around the clients needs, not the other way around.
Schedule your phone call or virtual conversation
This link will take you to our calendar and get you connected with a fiduciary financial professional to discuss your concerns, goals, or needs.
Meet Our Team
Our Expert
Bret Loftis (Founder & Retirement Strategist)
Bret got his start in financial services in 2005 with a fairly large firm and was promoted quickly. His passion for the industry fueled his desire to learn everything he could about the various products and services available in this space. He is an accomplished, hardworking financial professional that takes an education-based approach with all clients.
After 2008 he set out to find alternative products that better fit both people in retirement as well as those planning to retire. He is now an independent advisor that works with dozens of different companies to help people put a better plan in place to secure their financial future.
Bret lives in Meridian Idaho with his wife Angela and two daughters, Evera, and Araya. He loves spending time with his family, doing activities outdoors, and volunteering at his church.
Testimonials
What Clients Are Saying
Below you will see some of the things previous clients have said about our products, services, as well as their satisfaction.
Bret was able to show me how to set up a tax-free retirement account that will help me and my family relax in retirement. He was also able to get my kids set up with a tax free savings plan. Working with him was really easy and he was very informative about our options.
Albert Velasquez