Palm Planning Group

Our Mission

At Palm Planning Group, we believe everyone deserves a roadmap to financial security and a fulfilling life. We empower individuals and families to take control of their finances through personalized financial plans and ongoing guidance.

Our Foundation

Founded in 1980, Palm Planning Group has guided clients towards financial clarity and peace of mind through comprehensive financial planning and investment management. We are committed to providing exceptional service, transparency, and customized solutions to meet each client's unique needs.

Our Team

Led by Founder and Wealth Manager Anthony M. Lofaso, we are a team of experienced and passionate professionals with diverse expertise in financial planning, investment management, and client relations. We are committed to staying abreast of industry trends and regulations to offer our clients the most current and relevant guidance.

Our Services

We offer a comprehensive range of financial services designed to address your individual needs and goals. These include:

Retirement Planning

• Developing personalized retirement plans tailored to your income needs and financial goals.
• Identifying investment options and risk management strategies.
• Implementing a sustainable withdrawal strategy for a comfortable retirement.

Financial Planning

• Creating a holistic financial plan that encompasses all aspects of your financial life.
• Developing a budget and tracking your expenses.
• Analyzing your investments and insurance coverage.
• Creating a plan for estate planning and wealth preservation.

Specialized Services

• Education Planning: Planning for your children's education expenses.
• Long-Term Care Planning: Addressing the financial implications of caring for a loved one.
• Income Replacement & Critical Illness Planning: Protecting your income in case of unexpected events.
• Special Needs Planning: Guiding you through the process of planning for the future of a loved one with special needs.

Our Commitment

We are passionate about building lasting relationships with our clients and helping them achieve their financial goals. We believe in open communication, personalized service, and building trust through transparency.