Retirement begins with a plan.

You deserve clarity and confidence.

We provide a simple, effective investment planning process to help you organize, analyze, and optimize your finances for retirement.

We help diligent investors who want to transition to retirement in the next few years.

Our investment planning process, including a system to test your likelihood of retirement success, may be a fit for you.

Why Plan? The first step to a successful retirement is a strong investment plan.


All of your financial information into one system


Retirement scenario testing to see if you’re on track


Identify ways to improve your financial life


Evaluate progress toward your goals


Know where you stand financially at any time


Track key success metrics

Are we a good fit for each other?

  1. You are starting to think seriously about retirement, and have a minimum of $250,000 in financial assets, excluding real estate.

  2. Your financial situation – and the decisions you face – are increasingly more complex as you plan to transition to retirement.

  3. You knowingly lack one of the following elements to manage your own investments: expertise, desire, discipline, or time.

  4. You appreciate asset allocation: owning different types of investments is better than trying to time the market.

  5. You desire a plan to show you how you can move from saving to spending your investments efficiently.

  6. You want to outsource your planning to a trusted expert and are eager to simplify that aspect of your life.

Does this sound familiar?  If so, we built The LaLoggia Investment Group for you.

Our team is designed to serve people like you. 

Every decision we’ve made – our service process, the professional backgrounds and ongoing education of our advisors, the work style that we adopt, the services we offer, the technologies we use, the way we communicate with our clients – was and will continue to be based on your needs.

We built a wealth management team that we think offers a good solution for you.

How do we get started?

If you’re interested in learning more about how we might be able to help you, let's talk.

We will schedule a time to learn what you want to accomplish, and together we can decide if our retirement planning system is a fit for you.

Start a Conversation