Loftis Retirement Solutions

05/30/2023

Wishing everyone peace, love, and healing during this special day of remembrance. 🇺🇸🎆

05/25/2023

A lot of our clients are concerned about the future of social security-and rightfully so. The more time the government takes to reform social security, the more radical those reforms will need to be. This is one of the main reasons we try to make sure every client has enough income to cover all of their living expenses.

Social Security is not intended to be the sole source of income for retirees, or even the biggest source. But a lot of people depend on it for a large percentage of their retirement income -- and...

05/09/2023

Every client we take on has their own unique story. We work with people from all different walks of life. Our primary mission is to take you from where you are to where you want to be.

Welcome to Loftis Retirement Solutions! Most people are under the impression that financial strategies are complicated and difficult to understand. The solut...

05/09/2023

When you compare a traditional Roth to a well designed IUL, the IUL wins the majority of the time. Most people don’t know that.

Generally, when utilizing either whole life or IUL to accumulate money, the overall strategy is the same.

04/27/2023

Often times, when someone passes away, spouses, children, or other family members are left to sort out all the finances. It is hard enough having to mourn the loss of a loved one and even harder to to deal with financial stress in addition to that. That is why we encourage others to be proactive about setting up investment accounts, creating a will, and organizing important documents. It is well worth it for those you are leaving behind.

Estate planning determines who will inherit your IRA, 401(k), or other retirement accounts.

04/26/2023

Here is one of the videos we shot while we were in Kansas. I hope this will give you some insight to what we do and how we help our clients. There are more videos on the way so stay tuned!

Welcome to Loftis Retirement Solutions! Most people are under the impression that financial strategies are complicated and difficult to understand. The solut...

04/21/2023

These are some of the things we discuss with our clients as we design their lifetime income plan. The most important thing people need to know is that you must select the right fiduciary professional to guide you through this process. With a little direction, you can begin to invest in your new goals and hobbies while also continuing to grow your money.

Following the footsteps of others can give you a clearer path to your own retirement. Here are some challenges currently facing today’s retirees.

04/12/2023

Had fun in Kansas shooting our company commercial and corporate overview!

04/12/2023

When it comes to 401(k)’s, we always tell clients “the best thing about them is the match.” They do not give you many options for investing or diversification and they are incredibly volatile. However, the tax advantages and employer matches can be very impactful over time. There are several moves you can make when things are getting out of hand. Give us a call to talk with a strategist about the options that best suite you.

A 401(k) may be the cornerstone of your retirement strategy. Learn what you can do when your 401(k)'s performance isn't aligning with your goals.

04/05/2023

We are pleased to announce the launch of our website, www.loftisretirement.com. We are still waiting on the videos we shot but those should be posted in a few days. There are a couple links to complete but we will continue to add to the site as time goes on. We are also receiving new testimonials every day from past clients, (Thank you to everyone who has sent us those!) They will continue to be added as we receive them. We are very excited and look forward to providing as much value as we can to as many people as possible. Thank you all for your support!