• 520.881.2523
  • info@lofadvisors.com
  • 4757 East Camp Lowell Drive Tucson, AZ 85712
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Laurence Lof
Financial Advisors

A trusted fiduciary to Individuals, Families, and Businesses for over 35 years

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Financial Life Planning​

Coordinated planning and data driven wealth management for individuals and families

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Financial Planning

Emerging
Wealth

Coordinated planning and data driven wealth management for early stage wealth accumulators

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Emerging Wealth

Business
Services

Employee savings plans and data driven retirement plan investment management

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Business Services

Why Lof Advisors

We are a dedicated team of financial planning and wealth management professionals who offer comprehensive solutions for our clients’ unique needs. We use technology and risk management to position clients for optimal portfolio performance.

Our
Approach

  • Understand Client’s Goals
  • Design and Implement Client’s Unique Plan
  • Data Based Investment Selection Process
  • Fee Based Investment Management and Commission (If Appropriate) Based Products
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Experience
and Expertise

  • Certified Financial Planners (CFP®)
  • 35 Years in the Financial Planning Business
  • Highly Respected Broker/Dealer – Cambridge Investment Research, Inc.
  • Independent
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Financial
Life Planning

  • Single Point of Contact for Client’s Planning Needs
  • Total Family Focus
  • Our Advisors are Fiduciaries
  • Preparing Heirs for Wealth Transitions
  • Business Planning and Management
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150+
Clients
35 Years
in Business
24/7
Account Access
Independent Fee Based Advisory

Our Solution:
Financial Life Planning

We act as the center of the wheel to create, coordinate, and implement your financial life planning goals.

Estate Planning

  • Wealth Transfer Preparation
  • Will and Trust Coordination and Preparation
  • Tax Planning
  • Coordinate with Other Advisors
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Estate Planning

Retirement Analysis

  • Detailed, Continually Updated, Professional, Written Retirement Analysis
  • Income Options, Life Insurance, Long Term Care Planning, Expense Management
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retirement plan

Retirement Planning

  • Qualified and Non-qualified
  • Transition from Earned Income to Investment Income
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Investment Management

Investment Management

  • Portfolio Analysis
  • Risk Tolerance Assessment
  • Investment Policy Statement
  • Active Asset Management
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Risk
Management

  • Risk Assessment
  • Risk Focused Investment Selection
  • Insurance Assessment and Selection
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Special Situations

  • Charitable Giving
  • Alternative Investments
  • Special Needs Understanding and Planning
  • Charitable Giving
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Lof Advisors Logo
Client Login
  • 520.881.2523
  • 800.829.2523
  • info@lofadvisors.com
  • 4757 East Camp Lowell Drive Tucson, AZ 85712

Our services

Who We Are

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Cambridge’s Form CRS (Customer Relationship Summary

Capacity Disclosure: Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. By continuing to use this site, you acknowledge that you are a resident of one of the states listed. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Check the background of this investment professional on FINRA’s BrokerCheck.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SPIC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Lof Laurence Lof Financial Advisors, LLC are not affiliated.

Investment products and services available only to residents of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID),  Illinois (IL), Michigan (MI), Massachusetts (MA), Minnesota (MN), Montana (MT), North Carolina (NC), North Dakota (ND), New Mexico (NM), Oregon (OR), Ohio (OH), Pennsylvania (PA), Texas (TX), Virginia (VA), Wisconsin (Wl), Wyoming (WY).

We are licensed to sell insurance products in the following states of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Indiana (IN), Michigan (MI), Montana (MT), North Dakota (ND), New Mexico (NM), Oregon (OR), Pennsylvania (PA), Virginia (VA), Wisconsin (Wl).

Fixed insurance services offered through Lof Financial Advisors. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. Actual client results will vary based on investment selection, timing, market conditions, and tax situation


Cambridge does not offer tax or legal advice.

© 2023 Laurence Lof Financial Advisors, LLC

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State Disclosure: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SPIC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Lof Laurence Lof Financial Advisors, LLC are not affiliated. Investment products and services available only to residents of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Indiana (IN), Michigan (MI), Massachusetts (MA), Minnesota (MN), Montana (MT), North Carolina (NC), North Dakota (ND), New Mexico (NM), Oregon (OR), Ohio (OH), Pennsylvania (PA), Texas (TX), Virginia (VA), Wisconsin (Wl), Wyoming (WY). We are licensed to sell insurance products in the following states of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Indiana (IN), Michigan (MI), Montana (MT), North Dakota (ND), New Mexico (NM), Oregon (OR), Pennsylvania (PA), Virginia (VA), Wisconsin (Wl).
State Disclosure: Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. By continuing to use this site, you acknowledge that you are a resident of one of the states listed. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Check the background of this investment professional on FINRA’s BrokerCheck.
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