What is Financial Life Planning?
Think of the raw materials used to build your financial home. Now, visualize these materials lying around, unassembled, uncoordinated:

Investments     Health Care     Heirs
Wills     Insurance     Charity
Trusts     Living Expenses     Retirement Plans
Social Security     Education     Annuities

How will you put them together to build a strong, enduring structure to shelter you, your spouse, and your children now and in the future?

This is where we come in.
We are Lof Financial Advisors – your architect and general contractor.

When you team with Lof Financial Advisors, you don’t have to know all the questions. That’s our job! We identify potential risks to your Financial Life Plan and work with you and your other professional advisors to address them. We also monitor your financial home to keep it running smoothly for years.

Not every financial planner is a CERTIFIED FINANCIAL PLANNER™ professional. You and your family deserve nothing less than to work with a CFP® professional in pursuing your Financial Life Plan.

Your silent auction prize includes:

• Review of Your Current Financial Plan


• Retirement Analysis


• Social Security Optimization


• Estate Planning Analysis


• Tax Strategy Analysis


• Beneficiary Review


• Investment Strategy


• Insurance Analysis


• Education Planning


• A Printed Financial Life Plan