Laurence Lof
Financial Advisors
A trusted fiduciary to Individuals, Families, and Businesses for over 35 years
Financial Life Planning
Coordinated planning and data driven wealth management for individuals and families
Emerging Wealth
Coordinated planning and data driven wealth management for early stage wealth accumulators
Business
Services
Employee savings plans and data driven retirement plan investment management
Why Lof Advisors
We are a dedicated team of financial planning and wealth management professionals who offer comprehensive solutions for our clients’ unique needs. We use technology and risk management to position clients for optimal
portfolio performance.
Our Approach
- Understand Client’s Goals
- Design and Implement Client’s Unique Plan
- Data Based Investment Selection Process
- Fee Based Investment Management and Commission (If Appropriate) Based Products
Experience
and Expertise
- Certified Financial Planners (CFP®)
- 35 Years in the Financial Planning Business
- Highly Respected Broker/Dealer – Cambridge Investment Research, Inc.
- Independent
Financial
Life Planning
- Single Point of Contact for Client’s Planning Needs
- Total Family Focus
- Our Advisors are Fiduciaries
- Preparing Heirs for Wealth Transitions
- Business Planning and Management
150+ Clients
35 Years in Business
24/7 Account Access
Independent Fee Based Advisory
Our Solution:
Financial Life Planning
We act as the center of the wheel to create, coordinate, and implement your financial life planning goals.
Estate Planning
- Wealth Transfer Preparation
- Will and Trust Coordination and Preparation
- Tax Planning
- Coordinate with Other Advisors
Retirement Analysis
- Detailed, Continually Updated, Professional, Written Retirement Analysis
- Income Options, Life Insurance, Long Term Care Planning, Expense Management
Retirement Planning
- Qualified and Non-qualified
- Transition from Earned Income to Investment Income
Investment Management
- Portfolio Analysis
- Risk Tolerance Assessment
- Investment Policy Statement
- Active Asset Management
Risk
Management
- Risk Assessment
- Risk Focused Investment Selection
- Insurance Assessment and Selection
Special Situations
- Charitable Giving
- Alternative Investments
- Special Needs Understanding and Planning
- Charitable Giving