Our most commonly asked questions, answered.

How does your financial plan differ from others?

Most financial plans give you a snapshot of where you are now. They also tell you where you need to be at retirement but they don't provide the income you will need to get you there. No doubt you’ve noticed that part! We provide you with a detailed financial plan outlining your current situation and how much you will need for a comfortable retirement.

We also provide you with an extra stream of income by qualifying you for Income Advantage. This is how we can help you achieve your objectives —and it’s pretty much the missing link in other financial plans. What's best - we can typically offer this with no money out of your pocket!

How much money do I need to get started?

In most cases, there is no cash contribution needed from you.

Can I join your program with no real estate experience?

Whether you're an experienced landlord or novice in the industry, this program will work for you. It doesn’t matter if you’re a lawyer, a plumber or a school teacher—we help you by bringing our knowledge and experience to the table.

Does LWS help me manage the property?

This is what really makes the Loomis Wealth Solutions approach work: you don’t deal with any of the tenant and maintenance issues. One of the big reasons people join our program is to own real estate properties without having to deal with management issues. Loomis Wealth Solutions works with property management companies whose professionals collect payments and handle any maintenance or occupant issues. What do you do? You sleep better. You can now get into real estate without all of the worry. Think about that and you’ll begin to see how people in our program can own five, ten, even 15 or more properties!

I would like to attend a workshop but I haven't had a chance. Can you tell me in a nutshell what you do?

In a nutshell, we are first and foremost a financial planning firm. It is our mission to build and maintain wealth for middle-to-upper-middle income Americans. The main tool we use to build wealth for our clients is real estate. We believe real estate is the safest and most effective way to generate an extra stream of income for you. If you have any interest, please attend a free workshop. We won’t waste your time! One of our qualified financial associates will share useful information and spend one-on-one time answering your questions.

Once I become a member of Loomis Wealth Solutions when can I get my first property?

In order for you to sign for a property, lenders require the following: a 680 + credit score, a low debt-to-income ratio, a verifiable income, surplus of income [taking in more than spending] and being an active member of our wealth-building program. You will also need a willingness to work as a team to achieve financial freedom. Once you can fulfill all of these requirements, youmay be able to obtain your first property within a few weeks. If you don't currently meet these criteria, we are a full-service financial planning firm and can help you improve your position.

We saved the one big question everybody has for last: Does it work? Click the button below for the answer.