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For Business Owners
We offer strategic planning for both small businesses and corporations...
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Loft Wealth Management Group Inc. has a variety of investment products available. All of which serve their own individual purpose and all of which can be integrated into your financial plan. We deal with a variety of investment fund companies and other financial... Read more
Banking Services: Solutions Banking™
Loft Wealth Management Group Inc. provides clients with a full line of banking services and products that compliment the financial planning work that we do. Our banking services are open 24 hours a day 7 days a week. The following is a list of the services... Read more
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News
- Mar 28: Inflation is taking a bite out of retirement savings — but there might be hope in sight
- Mar 28: ‘We are blessed’: My mother, 72, gets $11,000 a month, not including income from retirement savings. Should she get long-term care insurance?
- Mar 28: Should we pay cash for a $900,000 dream retirement home or take out a 6.5% mortgage?