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 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


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.

Roadmap Palm Planning Group 1 01


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


Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).

Palm Planning Group and JWC/JWCA are unaffiliated entities.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.


Registered Representatives of J.W. Cole Financial, whose identities and associations with Palm Planning Group, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click hereBy following the link, you consent to receipt of the Form CRS electronically.

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