Broker Check

Loftin Wealth Partners In The News

PR Newswire 

PR Newswire 

May 9, 2018

LifeYield to Showcase Taxficient Score at United Planners Annual Partners Conference

InvestmentNews

InvestmentNews

October 16, 2017

3 Themes Shaping Your Business Now

If there are three overriding themes for advisers right now its succession planning, acquisition and hiring millennials. Financial adviser James Loftin discusses how his firm is tackling all three.