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Palm Planning Group | Retirement & Financial Planning

Palm Planning Group | Retirement & Financial Planning

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Palm Planning Group

We Help Clients Realize Personal & Financial Dreams

Our wealth management services are designed to help you simplify your financial life, achieve your financial goals, and provide you a comprehensive attainable financial life plan.

 

We help protect the people that matter most to you.

Click here for more information on Special Needs Planning

 

We help you chart your course in life, where ever it is you want to go.

 

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Our Services

Retirement & Wealth Management Services

Retirement Planning

Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.

Financial Planning

Let’s create a financial plan that serves as a roadmap for your short and long-term investments. We’ll design a plan to help you reach your goals based on your most deeply held values.

Let’s discuss your goals

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Anthony M. Lofaso

CFP®, CLU®, RICP®, ChSNC®

Wealth Manager

EDUCATION:

The American College – Chartered Special Needs Consultant®- 2018

The...

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Alejandro Lofaso

Investment Advisor Representative

EDUCATION:

University of Colorado –Master’s Degree Bilingual & Multicultural...

Latest Blog Posts

Election 2020 - Managing Your Emotions.

Submitted by Palm Planning Group | Retirement & Financial Planning on October 19th, 2020

45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1

No matter how you look at it, that’s a startling statistic.

  • Read more

Before You Claim Social Security

Submitted by Palm Planning Group | Retirement & Financial Planning on July 29th, 2020

A few things you may want to think about before filing for benefits.

Provided by Alejandro Lofaso

Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.

  • Read more

Advisor Views - The Uncommon Average

Submitted by Palm Planning Group | Retirement & Financial Planning on January 16th, 2018

A feature from Anthony M. Lofaso. Advisor Views offers timely investment news and market updates designed to keep you informed, while attempting to enhance your overall investment experience.

  • Read more

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Contact info

  •   5652 Corporate Way, West Palm Beach, Florida 33407
  •   (561) 689-6775
  •   tonylofaso@palmplanninggroup.com

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).
Palm Planning Group and JWC/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Palm Planning Group, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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