• 520.881.2523
  • info@lofadvisors.com
  • 4757 East Camp Lowell Drive Tucson, AZ 85712
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Why Lof Advisors

Our priority is to understand and support your entire financial life by crafting a comprehensive, personalized wealth strategy.
We Are

Certified Financial Planners

At Lof Financial Advisors we strive to provide superior advice and services and are dedicated to helping you achieve your goals and a secure financial future. Our knowledgeable team has years of financial planning experience and will help you plan for all aspects of your financial life.

We understand that your situation and goals are unique. This is why we create a tailored financial plan fit for you. We utilize the latest technology, data analysis, and industry best practices to assure that you get the most comprehensive planning and consulting experience possible.

Our commitment to providing thorough planning goes beyond just offering sound recommendations. Our customized financial planning services will provide you with the assurance that your future is on the right path by allowing you confidence knowing that your financial needs are being taken care of by professionals.

A Financial Planner Helps You:
  • Set realistic financial and personal goals.
  • Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments, retirement plan, and estate plan.
  • Develop a realistic, comprehensive plan to help meet your financial goals by addressing financial weaknesses and building on financial strengths.
  • Put your plan into action and monitor its progress.
  • Stay on track to meet your changing goals, personal circumstances, stages of your life, investments, markets and tax laws.

Education
Most CFP® professionals have earned a four-year college degree in finance related areas. CFP® practitioners develop theoretical and practical financial planning knowledge by completing a comprehensive course study at a college or university offering a financial planning curriculum registered with the Certified Financial Planner Board of Standards.

Ethics
CFP® practitioners must pass an ethics review and agree to abide by the CFP Board’s Financial Planning Practice Standards and a strict code of professional conduct, known as the CFP Board’s Code of Ethics and Professional Responsibility. The Code of Ethics states that CFP® practitioners are to act with integrity, offering professional services that are objective and based on client needs.

Examination
CFP® practitioners must
pass a comprehensive, two-day examination that tests their ability to apply their financial planning knowledge in an integrated format. The CFP Board’s exam covers the general principles of financial planning, insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. It is also necessary for every CFP® certificant, once certified, to complete a re-certification every two years.

Experience
CFP® practitioners must have a minimum of three years of experience working in the financial planning process prior to earning the CFP® mark. As a result, CFP® practitioners have demonstrated a working knowledge of counseling skills in addition to their financial planning knowledge.

Let Us Introduce Ourselves

What We Are

Independent

We are not obligated to offer proprietary financial products or services and are, therefore, able to offer you unbiased advice.

Personal

By taking the time to understand your individual situation we will provide tailored guidance that is tailored to your specific needs.

Professional

We always act in your best interest and are committed to ongoing communication and review of your financial plan.

Passionate

Helping you achieve your financial goals and improve your overall financial well-being is our passion. Your success is our success.

Your needs will always come first

Our advisors are held to a fiduciary standard

At Lof Advisors, we are committed to putting your needs first. We understand that your investments and financial future are important to you, and as a fiduciary firm, we strive to provide the highest level of service and care. Our experienced team of financial professionals will work closely with you to develop an investment strategy tailored to your individual goals and objectives in order to maximize the potential for success. We believe that the best way to protect your interests is by providing personalized guidance tailored specifically to your unique situation. We like to take the time to get to know you, your financial goals, and your risk tolerance so that we can construct a portfolio aligned with your desired outcome. With us as your investment partner, you can rest assured that your needs will always come first. Our fiduciary status guarantees that we are legally obligated to act in your best interests, so you can trust that we will always have your financial well-being at the forefront of every decision. With us on your side, you can relax knowing that your investments are being managed with the utmost care and attention. Contact us today to learn more about how we can help you reach your financial goals.

We Will Help You Every Step Of The Way

We understand that preparing and executing your financial life plan can be overwhelming. That is why we are here to support you every step of the way. Our team of experienced professionals are here to help you navigate the process and make sure that your financial future is secured.

Longevity and a Solid Client Base

We have been in the business for over 35 years, and work with more than 150 individuals and families from a variety of backgrounds – helping them to achieve their financial goals.

Data-Based Investment Management

We believe in harnessing the power of data to provide you with personalized investment management strategies that are tailored to your individual needs.

Recommended When Only in Your Best Interest

We will never advise you on an option unless it is in your best interest. We are dedicated to helping you achieve your financial goals, and we will always have your best interests in mind.

Highly Respected

We are proud to be a Broker/Dealer for Cambridge Investment Research, Inc.

Our Awards

We’re honored to be considered one of Tucson’s best.

What Do You Need to Reach Financial Success?

We Will Work Hard to Get You There
A plan that will improve your overall financial picture. With their insight and expertise, they can provide guidance on how to manage your money, create a budget and save for the future.

Investment Management

The right investment manager can help you reach your financial goals and secure a solid future.

Retirement
Planning

Retirement may seem far off, but saving now can ensure you have a comfortable future.

Risk Management

Identify your potential risks, assess their likelihood, and develop strategies to combat them.

Estate Planning

Take control of your financial future and protect the assets you've worked hard for.
"Someone is sitting in the shade today because someone planted a tree a long time ago.”
Warren Buffett

Our Professional Service Process

Let's Start

Our initial consultation will be the starting point for your journey towards financial security. During this meeting, we will take the time to fully understand your current financial situation, including your income, expenses, assets, liabilities and insurance coverage. We will also discuss your future aspirations and life priorities, such as retirement plans, buying a home, education funding for children or any other specific financial goals you may have. With this information, we will be able to create a customized financial plan that is tailored to your unique needs and objectives, and that will help you achieve your financial goals. The plan will also be reviewed periodically to ensure it still aligns with your goals and to make any necessary adjustments.

Get to Know Each Other

We want to understand your unique financial goals, objectives, and risk tolerance.

Determining Your Goals

By understanding your investment objectives, we can gain a clear picture of the intended outcomes.

Plan Implementation

We will develop a comprehensive financial plan that is tailored to your specific needs, goals, and objectives.

Periodic Review

Essential practice for any organization that wishes to increase the impact of its projects and initiatives.
Learn More About Our Approach
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  • 520.881.2523
  • 800.829.2523
  • info@lofadvisors.com
  • 4757 East Camp Lowell Drive Tucson, AZ 85712

Our services

Who We Are

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Cambridge’s Form CRS (Customer Relationship Summary

Capacity 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.

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).

Fixed insurance services offered through Lof Financial Advisors. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. Actual client results will vary based on investment selection, timing, market conditions, and tax situation


Cambridge does not offer tax or legal advice.

© 2023 Laurence Lof Financial Advisors, LLC

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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.
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