Steve Lofgren

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We work with households having a minimum of $500,000 in U.S.-based investable assets.

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Steve Lofgren

Professional Director

Articles by Steve Lofgren

Let's Get to Know You

Where is your primary residence?

How May We Reach You?

Did Someone Refer You to Creative Planning?

What is the Approximate Amount of Your Investable Assets?

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401k & Business Services

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