You, your neighbor, and your wealthy friend in another state do not share the same in needs taxation and investment comfort. Your
assets are hard won. And they matter in retirement. So does your relationship with a money manager. At Loeffler Wealth Management, putting your assets to work and helping you enjoy the retirement you earned is what makes us wake up excited every day to come do the job we love. Compared to some brokers, banks and advisors who sell you a “cookie-cutter” group of Mutual funds or an Annuity, we get to know you. We keep your best interests at the forefront while looking at longevity, your tax situation and most importantly making sure you can sleep at night with the investments you have.
We are driven by your goals, whether your goals include travel, a lake house, leaving a legacy for generations yet to come or just not having to worry about money and enjoying a simple dignified retirement.
About John Loeffler
As a self-investor, I’ve always had great interest in financial markets. I bought my first business when I was 20 and later worked in the automobile business. I became a finance manager at car dealerships and that grew into a fixed operations manager and general manager of a large dealership’ Given the opportunity to invest money on behalf of the dealership. I had a springboard into the next chapter of my career.
From the auto industry, I moved on to Symmetry Financial and eventually to Edward Jones before branching out with Loeffler Wealth Management. I often see the mistakes people make in managing their money. They’ve worked their whole lives to accumulate a 401K and then they retire…and it seems they don’t seek wise counsel at all or they find the wrong person that sells them a product that’s not in their best interest. It really brings me joy when I meet someone and we set up the retirement plan best for them or a legacy transfer to the next generation. I help them achieve their goals and realize they are in charge. They’ve got a plan and they’ll be able to live the retirement they’ve worked so hard for. There’s no greater joy than seeing someone who didn’t come from a lot of money able to give his grandchildren or great-grandchildren–that he may never meet–the financial stability and security that he never had.
I have a track record of helping those who have purchased a bad annuity or some misguided decisions on trades. I take pride in being a shepherd because there’s a lot of financial products out there and they aren’t all created equal. But when someone finds themselves in a bad financial product, we’ll help them get back on track. In addition to my work in financial management,
I am active in several community organizations throughout Northwestern Illinois including Ducks Unlimited of Northwest Illinois, Pheasants Forever, the Masons in Freeport, the Freeport Community Foundation and the Northwest Illinois Corvette Club. As a member of the community, I am honored each time the opportunity presents itself to help someone achieve their financial goals – no matter how big or small. Getting to know my clients and tailoring portfolios to their exact needs is my passion.
I love what I do. I love to study finance and stocks and help people increase their wealth. Researching companies and investments allows me to find the great idea that might help someone out. Because I didn’t come from wealth, I really understand how much someone sacrifices in the effort to build their wealth. I’m humbled each time I’m chosen to shepherd someone’s future and I never take that responsibility lightly.
Securities offered through IFS Securities, Member FINRA/MSRB/SIPC, 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382-5223. Loeffler Wealth Management and IFS Securities, Inc. are not affiliated companies. Loeffler Wealth Management and IFS Securities does not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.
This communication is strictly intended for individuals residing in the states of: Illinois and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.
Securities offered through IFS Securities, Inc., Member FINRA/MSRB/SIPC. 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326. Securities offered through IFS Securities are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Please contact your financial advisor for information regarding specific investments. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.
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