OUR SERVICES

We help clients realize personal and financial dreams with individualized retirement and financial planning services.

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 Income

Planning

401(k) Retirement Plans, Qualified Retirement Plans

Life Insurance

Planning

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.

Professional Money Management

Holistic Comprehensive Financial Planning

Individual Retirement Accounts and Rollover IRA's

Estate

Planning

Educational

Planning

SPECIALIZED SERVICES

Financial plans go beyond retirement and financial plans. We help you plan for you and your loved ones and will review your financial picture and offer options that make sense for your situation.

Long-term care, Disability and Critical Illness Planning

Special Needs

Planning

LET'S DISCUSS YOUR GOALS

SCHEDULE CONSULTATION

West Palm Beach, Florida 33407

Phone: (561) 689-6775

Email: tonylofaso@palmplanninggroup.com

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.

Finra/SIPC

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 here. By following the link, you consent to receipt of the Form CRS electronically.