How We Help

Loskill Financial Group, LLC, is a retirement planning firm that helps people answer the common question, “How much do I need to retire?” They offer a full roster of retirement planning services, including maximizing Social Security benefits, long-term care insurance, and retirement income planning, so you will be pleased with the range of wealth management advice available.

Helping to Plan and Make Sure Your Monthly Retirement Income Matches Your Goals

You want your retirement plan to take the guesswork out of retirement planning. Dave & GayLynn Loskill make sure you understand the steps needed for maximizing Social Security income, ensuring your wealth management plan is clearly understood, and helping you avoid taking unnecessary risks.

If you are ready to develop a wealth management plan that clearly answers the question, “How much do I need to retire?”, it is time to learn more about how we help Prescott Valley, Yavapai County, Greater Phoenix and Maricopa County, Ariz., residents plan for their retirement. Our strategy is simple: (1) Make sure your monthly income stays consistent during your retirement; (2) Help develop a wealth management system that is in line with your goals and your risk tolerance; and, (3) Help with all aspects of your retirement income planning, including long-term care, annuities, and life insurance.

Explore our opportunities:

Retirement Income Planning

Long Term Care

Assets Under Management

Wealth Management

Maximizing Social Security

Investing in Retirement

Retirement Income Planning

When you need help understanding how to plan your retirement income, you will have to review numerous aspects of your finances. At Loskill Financial Group, LLC, we will take the time to understand your retirement goals and help you address simple questions like, “How much do I need to retire?” We will explain how your retirement age impacts your retirement income, and what retirement investments will best meet your retirement income planning needs.

We understand that retirement planning can feel complicated. Dave & GayLynn Loskill take all the needed steps to helping you with your retirement income needs. We will address your needs and help you determine what investments, including annuity products, can help you make the most of your retirement income.

If you are in the Prescott Valley, Yavapai County, or Greater Phoenix and Maricopa County, Ariz., areas, you can count on us to help you decide how to plan your retirement income. We will take the time to make sure you understand what investments will help you best meet your retirement income goals and make sure you are aware of how your retirement age impacts Social Security income. Retirement should be relaxing and worry-free. We will help you get the right wealth management tools customized to your retirement needs and make sure you understand the answer to “How much will I need to retire?”, so you can start on a path to preparing today.

Long Term Care

When planning for retirement, it’s easy to overlook long term care insurance. After all, no one wants to imagine a day when they may not be able to care for themselves. But purchasing long term care insurance, or LTC, is a key component in a comprehensive financial plan; people are living longer than ever, the cost of care is increasing, and Medicare doesn’t cover all the costs of long term care. It just makes sense to protect yourself — and your estate — by planning ahead for what can be a significant cost.

Thinking about LTC insurance now can save you a lot later. Investing in the right policy will protect you in the future by providing benefits when you need care. And even if you don’t use those benefits, your estate will receive the policy value, tax-free. Now is the time to plan ahead and mitigate future risk. When you’re ready to explore your options, Dave & GayLynn Loskill are here to help. The Loskill Financial Group, LLC, serves clients in the Prescott Valley, Yavapai County, or Greater Phoenix and Maricopa County, Ariz., area. Call us to learn how we can help you plan for your financial future today.

Assets Under Management

Loskill Financial Group, LLC, is committed to offering the best assets-under-management services available in the Prescott Valley, Yavapai County, and Greater Phoenix and Maricopa County, Ariz., area. We understand placing your assets under management is a big decision, and we take our responsibility to you seriously. We will develop the right assets-under-management strategies with your goals in mind. Regardless of whether you are saving for a college education for your children, preserving your wealth, or you have other personal financial goals, we will customize a package for you. We take your risk/reward tolerance into consideration and develop a plan that best meets your needs. We know there is no one-size-fits-all approach to wealth management.

Wealth management involves more than managing a portfolio of assets, it also involves retirement income planning, determining the best time to take Social Security benefits, and knowing how much you will need to retire. We will also help you decide what additional services you may need, including annuities, long term care insurance, or life insurance. When you are ready to create a sound financial plan designed to help you meet your financial goals for today and the future, contact us and let us help you create a plan customized to help you meet your short-term and long-term goals.

Wealth Management

When you work with Dave & GayLynn Loskill, you can expect customized asset and wealth management services. We understand that high-net-worth families need someone who has a thorough understanding of the wealth management issues they are facing. We offer a broad range of wealth management products, including long-term care insurance, annuities, and other wealth management tools designed to ensure your wealth investment strategies are in line with your long-term financial goals. As a boutique firm, you can count on us for services tailored to meet your needs today and in the future. Whether you need a strategy to maximize your Social Security income, an investment strategy to ensure your income in retirement, or you have other financial goals, we can help.

While some wealth management companies take a generic approach to asset wealth management, we take an all-around approach. We will review your current portfolio, determine how much income you need for retirement, ask about your wealth preservation needs, and help you find a wealth investment strategy that meets those needs and goals. When you are looking for a small firm with a big-firm approach to wealth management in the Prescott Valley, Yavapai County, and Greater Phoenix and Maricopa County, Ariz., area, contact Loskill Financial Group, LLC, and let us help you find the right wealth investment strategies for your needs.

Maximizing Social Security

How do I maximize my Social Security? This is one of the most common questions we’re asked at Loskill Financial Group from residents in the Prescott Valley, Yavapai County, and Greater Phoenix and Maricopa County, Ariz., area, and it’s easy to see why. Social Security payments can play a key role in your retirement planning. But if you aren’t maximizing Social Security benefits, you’re losing out on an income stream that’s guaranteed for life. When integrated into a comprehensive portfolio, Social Security income can help you shore your financial future. Dave & GayLynn Loskill will work with you to optimize your Social Security payments. We’ll help you clarify your financial goals so you can make informed decisions about your future. Using a Social Security estimator is a first step toward determining how much Social Security pays. Our experts can help you determine the optimal time to apply for Social Security, so you can focus on maximizing Social Security benefits.

Before you apply for Social Security, we’ll use a Social Security estimator and analyze your Social Security benefits statement to answer the question: “How much Social Security will I get?” Whether you’re in Prescott Valley, Yavapai County, or Greater Phoenix and Maricopa County, contact us today to learn how we can assist with your retirement planning.

Investing in Retirement

Searching for investment advice is never easy. Residents of the Prescott Valley, Yavapai County, and Greater Phoenix and Maricopa County, Ariz., area are fortunate to be able to turn to Loskill Financial Group, LLC, for help with all their retirement planning and investing needs. Rather than taking a one-size-fits-all approach to investing and retirement, Dave & GayLynn Loskill take the time to understand the unique needs of every client. We understand everyone has unique needs, and we take those needs into consideration when developing your investment plan. Planning for retirement by having a solid investment plan in place is important to you, and therefore, it is important to us.

You have likely decided the minimum amount of income you expect to have immediate access to during retirement. We will set up an investment strategy to preserve your wealth, minimize your exposure to losses, and to help you meet your goals. Your investment strategy should take into consideration your needs for additional income to supplement your Social Security benefits, your wealth preservation goals, and your need to ensure you are meeting your health care needs, including reviewing long term care insurance options. We take the time to make sure you are not exposed to unneeded risks during periods of high stock market volatility by exploring all investment options that make sense for you. Contact us today and find out what a difference getting customized investment advice can make for you and your family.