Loftis Retirement Solutions

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.

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

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.

Council Post: Index Universal Life Can Enhance Retirement Income Generally, when utilizing either whole life or IUL to accumulate money, the overall strategy is the same.

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.

What if My 401(k) Isn't Performing? 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.

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!