About Stef 

    Stefanos Loisou has been involved with financial services and helping people and businesses with their financial security needs for over 40 years. In fact, Stef has been recognized as  a consummate professional by his industry peers  as he has been selected as one of five finalists for the nationwide title as senior advisor of the year for 2008. He has been a member of the exclusive Top of the Table group of the Million Dollar Round Table, the recognized  international, professional organization emphasizing  knowledge, service and commitment to clients and he is a member of the National Ethics Bureau.  

    Additionally, Stef has authored articles on planning issues and strategies and has been interviewed on national radio regarding his unique planning strategies and success in his field. He is regularly asked to be a featured speaker at national Senior Market Advisor conferences.

    Through informative, educational, periodic workshop/seminars, Stef has been able to assist many people each year in preserving, protecting and enhancing their assets. He has been applauded for conveying many strategies and planning concepts in a simple, understandable manner.

   Providing information and assistance on wealth accumulation and retention strategies, Stef has been adept in tailoring unique planning concepts to individual needs and achieving dramatic results, often resulting in tax-free or tax-favored growth and more importantly, guaranteed income for life! His group sessions and resultant follow-up visits are conducted in a friendly, entertaining and informative manner.

   Utilizing various strategies, including home equity management, charitable giving, family foundations, and other successful tax and insurance strategies, Stef has been able to assure the enhancement and growth of family assets, and, if desired, see that they become multi generational. His clients’ assets are continuously protected by his SWAN [sleep well at night] portfolio concepts.

    Many years of practical planning experience and continuous educational updates allow Stef to tailor a variety of financial strategies to address your objectives.  One of his strengths is diffusing ‘the ticking tax time bomb’ represented by 401K/IRA programs and assuring the generational transfer of these assets on a tax favored or even a tax-free basis! 

    His unique planning concepts emphasize guarantee of principle, unlimited growth potential, elimination of risk, and maximization of income as well as legacy enhancement. His unique ‘income for life’ strategies are employed by many of his mature clients assuring them that they will never outlive their income.

    Family has always been important to Stef.  A graduate of the University of Massachusetts, where he met his wife Gayle, his administrative assistant and co-coordinator, Stef and Gayle have been married for over 40 years. They have two married children and one granddaughter.

    Philanthropy and charitable causes have also played a central role in Stef’s life. Through his continuous charitable endeavors and many hours volunteered, Stef has been recognized and has been responsible for generating many hundreds of thousands of dollars for philanthropic, religious and charitable causes. He is also actively involved in many civic and professional organizations including the Shriners’ Hospitals endeavors and the Alpha-Omega organization.   

    Stef is guided by the importance of family, faith, reputation and integrity in everything that he does.