Did you learn the distant aunt you haven't seen since you were five-years-old just left you millions in her will?.Oh, you don't have an aunt. Let's see, if you haven't found the Golden Ticket or have a wealthy aunt who loves you to smithereens, you may be a bit concerned about your money for the so-called Golden Years.
In fact, you may even be wondering where you'll get the gold for your Golden Years. Whether your retirement is right around the corner or decades away, we can help you achieve your monetary goals. Yes, we can help with that too! It's a funny thing. Money can be downright scary to some people. Some folks hear, "Spreadsheets, balance sheets, cash flow forecasts, profit and loss statements, " and get understandably nervous.
In fact, you may even be wondering where you'll get the gold for your Golden Years. Whether your retirement is right around the corner or decades away, we can help you achieve your monetary goals. Yes, we can help with that too! It's a funny thing. Money can be downright scary to some people. Some folks hear, "Spreadsheets, balance sheets, cash flow forecasts, profit and loss statements, " and get understandably nervous.
Services
The Loftin Group serves the greater Napa, CA and the Prescott AZ areas as an independent financial and tax planning firm for more than a decade. Led by founder and CEO, Randy Loftin, the group has more than 50 years in financial planning and tax expertise for individuals and businesses.
Of course, none of this would be complete without integrating forward-thinking and comprehensive tax considerations into our financial planning to minimize unnecessary and undesirable wealth transfers (which is to say, in translation, a stock market crash, an unexpected tax bill or other unpleasant events that take money out of your pocket!)
Of course, none of this would be complete without integrating forward-thinking and comprehensive tax considerations into our financial planning to minimize unnecessary and undesirable wealth transfers (which is to say, in translation, a stock market crash, an unexpected tax bill or other unpleasant events that take money out of your pocket!)
This is our starting point for our clients and the philosophy that drives our work; protecting your assets from undue risk is our paramount focus. We know that people work many years to accumulate funds for retirement. The last thing they want or expect is to have it suddenly get rechanneled towards unexpected taxes or to decumulate as they get older.
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