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Stocks | Mutual Funds | IRAs | 401ks | Life & Health | Long Term Care | Annuities
Financial Planning
Our specialty is providing financial services with a personal touch. This includes customized investments & insurance tailored to your specific goals. Once we get a clear picture of your unique priorities & ambitions, we help you craft an appropriate financial strategy and then make sure you stay on track. Learn more about this process...
Small Business Planning
We also manage all the financial aspects of small business insurance & employee benefits, including group medical, 401ks, and IRAs. Understanding that your time is best spent growing your business, we've created the complete package integrating both your personal and business planning needs.
Team Collaboration
Whenever you require specialized expertise beyond our in-house services, we orchestrate with a team of other partners that provide legal, accounting & mortgage services. When preferred, we can also work with your current trusted professionals to fulfill their recommendations.
Learn about our Advisory Process
 
 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Loflin Financial, Inc. is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA & SIPC, and advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser.
Loflin Financial Advisors serving Greensboro, NC | Planning for Investments, Insurance & Retirement