Our Clients

We work with people from all walks of life.

More often than not, they’re pretty frugal – kind of like the nextdoor neighbor you would never suspect of being a millionaire.

Some are business owners or young business professionals. Some are doctors and lawyers. Some are professional athletes. Many, though, have earned their way and saved their way to wealth working everyday jobs.

One thing they all have in common – they want to make sure they have their retirement covered. They need peace of mind.

They’re drawn to us because we’re knowledgeable, disciplined, experienced and trustworthy.

More than that, though, they select GER Loftin because we free them from the day-to-day worry over finances and give them the freedom they need to pursue their purpose and live their lives by design