Our Team
At Income For Life Planning, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Stef Loisou
President & CEO
With financial practices north of Boston MA and in Port Charlotte SWFL, Stefanos Loisou has over 45 years of successful financial planning experience and represents unique, guaranteed financial strategies.
He was also a finalist as Senior Adviser of the year for Senior Market Adviser Magazine and recognized for his commitment to providing financial security to his many clients, particularly those in retirement. In fact, Stef’s practice focuses on pre and post retirement issues confronting America’s millions of retirees and those soon to be. Stef has simplified retirement planning and with his planning assistance, his clients are assured of a ‘guaranteed paycheck’ in retirement with an income stream that will last for the rest of one’s life.
Stef is also an author having written his book, The SWAN Portfolio, a quick read primer on issues and concerns with regard to retirement planning and strategies used to allow people to SWAN, Sleep Well at Night!
For over 25 years, Stef has produced and hosted a weekly financial radio show heard by many thousands each week in eastern MA and in SWFL. This is the outreach that allows Stef to be heard and recognized for the planning assistance that he provides. Additionally, Stef does not charge any fees whatsoever for his planning expertise and the time spent with his clients. His practice continues to grow and prosper along with his retired and soon to be retiring clients.
Stef’s strategies represent principle protection, growth without risk and loss and then, when and if required, assuring his clients a guaranteed, lifetime, never diminishing income, that ‘guaranteed paycheck’ that one can never outlive.
Stef is of Greek heritage, his grandparents having emigrated to America in the earlier part of the twentieth century. He grew up in the fifties in a loving, nurturing household where patriotism, love of America, faith and love of family were foremost. As a result, Stef brings to his practice a sincere, nurturing approach to his clients and they recognize his dedication, care and commitment that he brings to each.
Firmly committed to helping people achieve the financial security they seek for themselves during their lifetimes and beyond for very unique legacy planning, Stef uses his extensive knowledge of unique and effective planning strategies to tailor his planning to meet the individual needs, goals and objectives of his clients.
Stef is assisted by his wife Gayle, his administrative assistant, and they have been happily married for over fifty years. They have two married children and four wonderful grandchildren and they travel extensively throughout the year for both professional business conferences and personal enjoyment. Their time is shared in both MA and FL and Stef maintains his planning practices in both states.
Having grown up as he did, Stef recognizes the value of hard work and personal accomplishment and he brings those values to his practice. He is committed to continue his professional practice, going forward to help as many people as possible to prepare for the rest of their lives in retirement and to assure them that, with proper planning, each can truly sleep well at night.
COMPLIMENTARY EBOOK:
What Financial Challenges Will You Face?
The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:
How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
How the average person spent $146 a year on health care in 1960 compared to the average cost today.
How the average person spent $146 a year on health care in 1960 compared to the average cost today.
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT
Our Services Below
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
IRA Legacy
Planning
Tax-Efficient
Strategies
Wealth
Management
Retirement
Income Strategies
Asset Protction
Strategies
IRA/401(k)
Rollovers
Investments
Annuities
Attending Our Upcoming Event
We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.
Stef On The Radio
Stef Loisou has personally produced and hosted his syndicated, weekly financial radio show for close to 25 years. Each week, along with his co-host, Lou Blasi, he shares financial information and strategies with his many listeners, regarding their pre- and post-retirement concerns. Stef’s program, “Income for Life Planning/Planning Your Financial Future,” is listened to worldwide. He has received calls from many locations, including the Philippines and New Zealand!
However, Stef’s primary audiences are in the Boston, Massachusetts, Eastern Massachusetts, Southern New Hampshire and Southwest Florida areas. Stef resides in both Massachusetts and Florida, with Port Charlotte as his primary residential location.
Many of Stef’s listeners call in and visit after hearing his advice and information on the radio. He charges no fees for his consultations, and his practice continues to grow as he provides safety and financial security for his many listeners.
For over 25 years, Stef has produced and hosted a weekly financial radio show heard by many thousands each week in eastern MA and in SWFL. This is the outreach that allows Stef to be heard and recognized for the planning assistance that he provides. Additionally, Stef does not charge any fees whatsoever for his planning expertise and the time spent with his clients. His practice continues to grow and prosper along with his retired and soon to be retiring clients.
Stef’s programs air on:
WCCF/1580 AM on Sunday mornings at 11 a.m. and on Monday evenings at 6 p.m.
WRKO/680 AM on Sunday morning at 5 a.m.
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
