Your bottom line is our bottom line.

As independent brokers, we work directly for you.

 

 What is your risk number?

 

Capture your risk tolerance and see if your portfolio fits you.

 

Investment Planning

At any point in your life, you have short-term and long-term goals. Investments can provide safety, growth, or income. Each of these goals requires a unique investment strategy. When you are ready to plan your investments, our expertise and experience can help relieve the pressure of figuring it out on your own.

 
 

Asset Management

Assets can qualify for favorable tax treatment. It’s our business to know how each option may fit your needs. As you determine the purpose of your investments and chart out your timeline, different types of assets serve as vehicles to target your goals. Loomis Wealth Management manages qualified retirement accounts such as IRAs, 401(k), 403(b) and 457(b), as well as non-qualified assets such as investment accounts, stocks, bonds, mutual funds, savings accounts, and certificates of deposit.

Retirement Planning

We start with a cash flow analysis to determine the target retirement income for you. Your needs depend on a host of factors including the elements you want in your retirement such as travel, recreation, adventure, security, and time with family. We look at all of your assets and determine how we can convert your assets to help provide the income you will need to fully engage in life.

 
 

Estate Planning

When the time comes to distribute wealth, a clear procedure and documented intentions create a smoother transition. We start by listening to what you want to do with your assets. Then a thorough asset analysis informs a customized plan to work towards your ideal wealth distribution. Having your estate plan in place makes the transition that much simpler and family members are not left wondering how to fulfill your wishes.

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