Loflin Financial
Insurance Agency
Why pick this one
Loflin Financial combines tax strategy, business planning, estate and legacy planning, and insurance within a wealth-planning approach in Greensboro.
Best for
- Individuals seeking integrated tax and wealth planning
- Business owners needing business planning alongside personal financial planning
- Clients coordinating estate, legacy, insurance, and tax considerations
Look elsewhere if
- Customers seeking emergency insurance claims assistance
- Customers seeking a standalone insurance agency rather than integrated wealth planning
Specialties
- tax strategy
- business planning
- estate and legacy planning
- insurance planning
- wealth planning
What makes them different
- Integrates tax strategy, business planning, estate and legacy planning, and insurance into a broader wealth plan
- Provides a client login through eMoney
- Frames planning around every facet of a client's financial life
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 3824 N Elm St Ste 101, Greensboro, NC 27455-2734
- Phone
- +13365409700
- Website
- http://www.loflinfinancial.com
- info@tmrwwealth.com
Services
- tax planning
- business planning
- estate and legacy planning
- insurance planning
- wealth planning