Mark Loftis, Financial Advisor

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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 financial 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

10/26/2026

Is a second job worth it? Understand the real value of extra income after taxes, expenses and lost time, plus the career and lifestyle tradeoffs to consider.

10/25/2026

The government has made improvements to the Medicare Plan Finder, a key online tool, in time for open enrollment. It helps seniors compare policies to avoid costly surprises. Here's what to know.

10/24/2026

Wall Street always seems to have a new favorite word or phrase. Now, the word du jour is "quality."

10/23/2026

Because current AI systems lack a ground truth validation mechanism, human judgment, domain knowledge, and quality control remain essential in high-stakes environments like investment management.

10/22/2026

Admitting you’re lonely used to carry social stigma. Now people bare their souls in classifieds-like posts in search of connections.

10/21/2026

The hardest markets can offer the strongest competitive advantages to companies willing to understand them.

10/20/2026

The Treasury Department auto-enrolled 70 million children into Trump Accounts on Oct. 1.

10/19/2026

Recent surveys show increasing pessimism among Americans. While the numbers tell you something, you should base your financial decisions on your own circumstances.

10/18/2026

Only 10% of people feel fully in control of their technology, a new study finds. Here's why that matters for workers and companies and what organizations can do.

10/17/2026

As AI accelerates the pace of business, leaders are under pressure to keep up. Here's why pausing to think may be one of the most productive things business leaders can do.

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

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