Search
Close this search box.

Retirement Planning

Estate planning is an important part of ensuring your financial future. Help protect your estate and ensure that your assets are distributed according to your wishes.

retirement plan

What is Retirement Planning?

Each client is unique in their own circumstances and life cycle. Initially we have three meetings with clients that revolve around building a relationship and understanding them on a qualitative and quantitative basis. This process identifies a client’s short-term and long-term objectives and results in a complimentary financial life plan. It is revised and adjusted as life events and goals change.

We use the first meeting to get to know the client and understand what is important to them and their family. We then gather quantitative information which is used to make projections and recommendations. Understanding this information helps us plan for life events such as saving for future education needs, estate planning, life insurance, and finally retirement planning. After all, retirement planning is about much more than taking advantage of a 401(k)-match plan at work. We work to identify objectives, set goals and implement a process to help our client’s reach them. In the final meeting we explain how we manage the client’s financial resources to achieve their goals.

Get In touch

(520) 881-2523

available from 8:00 – 5:00

Address 4757 East Camp Lowell Drive Tucson, AZ 85712

Email info@lofadvisors.com
Lof Advisors Logo
Client Login
Cambridge Statements Login
Wealthscape
Login
Pershing
Login
State Disclosure: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SPIC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Lof Laurence Lof Financial Advisors, LLC are not affiliated. Investment products and services available only to residents of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Indiana (IN), Michigan (MI), Massachusetts (MA), Minnesota (MN), Montana (MT), North Carolina (NC), North Dakota (ND), New Mexico (NM), Oregon (OR), Ohio (OH), Pennsylvania (PA), Texas (TX), Virginia (VA), Wisconsin (Wl), Wyoming (WY). We are licensed to sell insurance products in the following states of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Indiana (IN), Michigan (MI), Montana (MT), North Dakota (ND), New Mexico (NM), Oregon (OR), Pennsylvania (PA), Virginia (VA), Wisconsin (Wl).
State Disclosure: Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. By continuing to use this site, you acknowledge that you are a resident of one of the states listed. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Check the background of this investment professional on FINRA’s BrokerCheck.
Call Now Button