• 520.881.2523
  • info@lofadvisors.com
  • 4757 East Camp Lowell Drive Tucson, AZ 85712
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Emerging Wealth

Our priority is to understand our client’s financial life and goals and to craft a plan appropriate for those needs.

Starting Your Journey

These are people who have established careers, are raising families and are experiencing their earning potential. They are starting and/or building their Financial Life Plans. They are occupied with making decisions regarding saving for retirement, providing for children’s education, initiating wills and trusts, protecting families with life insurance and evaluating a host of other items that will directly impact their family’s well-being both now and into the future.

They are also at the point where they are considering obtaining the services of a financial advocate – someone to guide them through and advise them on setting up and running their Financial Life Plan to deal with today’s economic realities.

This is what we do and we do it well.

And we do it in person and/or virtually on your schedule, not ours.
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Our Offerings

Wills

  • Define Who Gets Your Property Upon Your Death
  • Avoid Probate
  • Name Executor to Wrap Up Estate After Death
  • Name Guardian for Kids and Pets
  • Back Up for Property Not Included in Trust
Trusts

Trusts

  • Manage Income Taxes
  • Shelter Assets From Estate and Transfer Taxes
  • Achieve Specific Goals
  • Manage Distribution of Assets at Death

Saving For College

  • Custodial Accounts – Adult on Behalf of Child
  • USA Series EE and I Bonds
  • Roth IRA
  • Coverdale Education Savings Account
  • 529 Plans

Investing For Retirement

  • 401k Plans
  • IRAs
  • Life Insurance
  • Stocks, Bonds, Mutual Funds, ETFs
  • Tax Planning

Life Insurance

  • College Funding
  • Pay Estate Taxes
  • Relieve Financial Burden on Surviving Spouse and Children
  • Cover Funeral Expenses
  • Whole and Term Life Insurance

Long Term Care Insurance

  • Immediate Access to Care When Needed
  • Relieve Care Burden on Spouse and Family
  • Protect Estate From Depletion by Long Term Care Costs
  • Choice Where to Get Care

Annuities

  • Pros – Avoid Outliving Savings, Guaranteed Minimum Income and/or Death Benefits, Investment Choice Flexibility, Lifetime Tax Deferral
  • Cons - Can Be Complicated and Difficult to Understand

Special Needs

  • Funding for a Person with a Physical and/or Emotional Difficulty or Difference that Requires more assistance or Specialized Services
Lof Advisors Logo
Client Login
  • 520.881.2523
  • 800.829.2523
  • info@lofadvisors.com
  • 4757 East Camp Lowell Drive Tucson, AZ 85712

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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), 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).

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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