Loofbourrow Advisors will determine your retirement goals and develop a plan to help you meet those goals. We suggest that you consider opening a 529 plan to accumulate assets to pay for college expenses. Tired of managing rental properties? Thanks to IRS Section 1031, a properly structured 1031 exchange allows an investor to sell a property and reinvest the proceeds in a new property without paying capital gains tax.
We help select a professionally managed property to use as the replacement property. Norman has a degree in Biology, a Master's Degree in Environmental Education, and an MBA degree in Finance. He opened his first office in Hayward, CA in 1984. Today, Loofbourrow Advisors has more than $300 million assets under management - built entirely on referrals.
We help select a professionally managed property to use as the replacement property. Norman has a degree in Biology, a Master's Degree in Environmental Education, and an MBA degree in Finance. He opened his first office in Hayward, CA in 1984. Today, Loofbourrow Advisors has more than $300 million assets under management - built entirely on referrals.
Services
Norm Loofbourrow, CFP, MBA, started his financial planning business over 35 years ago, after eight years of teaching math, biology, and chemistry at Redwood Christian High School in Castro Valley. Today, the business he founded manages money for over 350 families in fifteen U.S. states and five countries.
Loofbourrow Advisors specializes in a wide variety of financial services including, but not limited to, investment management, financial planning, retirement planning, 529 planning, insurance planning and 1031 exchanges. Loofbourrow Advisors' core business is investment management.
We offer personalized service for the professional management of our clients' accounts using assets such as stocks, bonds, real estate, mutual funds, and exchange traded funds (ETFs).The emphasis one puts on retirement planning changes throughout different life stages. Early in a person's working life, retirement planning is about setting aside enough money for retirement.
We offer personalized service for the professional management of our clients' accounts using assets such as stocks, bonds, real estate, mutual funds, and exchange traded funds (ETFs).The emphasis one puts on retirement planning changes throughout different life stages. Early in a person's working life, retirement planning is about setting aside enough money for retirement.
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