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Current company Loftin Wealth Partners
Financial Services · 16 employees · Founded 1984 · Johns Creek, Georgia, United States
Our purpose is fairly simple:\"To help our clients to define and live out their life\'s purpose by design.\" How do we do this? By freeing up your time, giving you more time, and helping you find peace of mind when it comes to your financial future. Loftin Wealth Partners has years of industry knowledge, experience and success in Wealth Management. With our \"faith-based\" approach, we guide our clients on a journey to achieve the wealth they deserve. Many of our clients have been with us for over 25 years, a true testament to our level of customer service and the results our team delivers. We\'re deeply knowledgeable, masters of our credentials Our experienced and qualified team have obtained several designations. One Certified Financial Planner™ CFP® Professional Two Accredited Investor Fiduciaries™ AIF™ One Certified Kingdom Advisor™ CKA® Three Investment Advisor Representatives Two former members of the U/S Air Force Two Licensed Pilots Our Services Financial Investment Wealth Management Financial Planning Tax Strategies Estate Planning Insurance Strategies Charitable Giving Risk Management Portfolio Management Business Planning Retirement Planning We are a United States Southeast based firm, based in Johns Creek, Georgia, Atlanta. We are currently in 28 states. We assist clients from all over the country, however, our key areas are in the following suburbs: North of Atlanta, Cumming Johns Creek Duluth Roswell Dunwoody Suwanee Milton Buford Alpharetta Loftin Wealth Partners loftinwealthpartners.com 6470 East Johns Crossing, Suite 230 Johns Creek, GA 30••••••••46 Securities offered through LPL Financial Services, member FINRA/SIPC Advisory Services offered through Loftin Wealth Partners, an SEC Registered Investment Advisor. 6470 East Johns Crossing, Suite 230, Johns Creek, GA 30097. Loftin Wealth Partners and LPL are not affiliated.