MAKE YOUR FINANCIAL GOALS REAL

Simplify your financial life, achieve your financial goals, and have an attainable financial life plan.

We started Palm Planning Group to be a place built to help people do what's right with their money so they can live better.

Anthony M. Lofaso, Founder

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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.

Retirement Planning Palm Planning Deck

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.

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SPECIALIZED SERVICES

At every step of the way, we'll help you have a plan for the future. Our specialized financial services include: Education planning; Long-term care, income replacement and critical illness planning; Special Needs Planning.

Specialized Services