Mark Loftis, Financial Advisor

Mark Loftis, Financial Advisor Preparing for that next step in life isn’t always easy. Contact me today to learn how you may benefit from putting our team to work for you.

New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. I’ll guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Often, my clients say the greatest benefit from our collaboration is the clarity and financi

al peace of mind they’ve come to enjoy as a result. To learn more about my licensing, please click: https://strategicfinancialpartners.com/home/licensing/

Registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC.
949 South Shady Grove Rd., Suite 300. Memphis, Tennessee 38120. 901.767.5951. CFP®, CLU®, ChFC®, AIF®

AR Insurance License # 1637920

06/17/2026

Why does StubHub want to charge me $66 more for baseball tickets than my coworker?

06/16/2026

From weak bookkeeping and tax missteps to contractor errors and missed incentives, these seven financial mistakes can quietly drain cash, increase risk and slow startup growth before founders even notice.

06/15/2026

It's a good idea to have a backup World Cup squad if yours gets bounced from the tournament early. One option would be to pick based on domestic stock-market performance. Detailed below are some options, as well as a player scouting report for each.

06/14/2026

In 2021, the author and her husband secured a low mortgage rate when they moved to Kentucky to be near their family. Five years later, they feel stuck in a humdrum house they don't love because of its affordability. They realize we're fortunate to have a home, but can't help wanting more from the pl...

06/13/2026

Life-altering fortunes will require navigating if and when to sell shares, and strategic alternatives

06/12/2026

The modern leadership challenge isn't just managing pressure — it's preventing it from accumulating, and small, intentional moments of clarity, connection and joy can make all the difference.

06/11/2026

Alex Ruber and his cofounder, Parth Chopra, entered YC's fall 2024 batch with an AI shopping tool. After running at a loss, they pivoted through five to six ideas before finding success. He said their biggest mistake during the search for a winning app was how they handled pivots.

06/10/2026

The AI boom is wreaking havoc on Bay Area real estate. It'll only get worse.

06/09/2026

The Wall Street Journal wrote about how older Americans are accumulating trillions in wealth for themselves. Their readers told them that wasn’t the full story.

06/08/2026

David Byrne’s Reasons to Be Cheerful spotlights uplifting ideas in health, culture, science, and more.

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949 S. Shady Grove Rd. , Suite 300
Memphis, TN
38120

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