Strategies designed to grow your wealth.
Save for what you want
Saving for a house, college, or retirement? Have access to your money when you need it.
Flexible risk options
Sleep soundly with a risk profile you’ll be comfortable with.
Tax benefits
Want a deduction now or more options later? Keep more money in YOUR pocket.
You'll miss out...

How much money would you have today if you started five years ago?
How will you feel in five years if you keep putting it off?
Will you miss out on your dreams by not starting today?


It’s time to make the right choices NOW.

Experience life.

You deserve to have your money work for you. Have options to enjoy the things you want. Enjoy memorable family vacations. Have access to your money when life happens. Sleep at night. Have confidence in your decisions.


You deserve to have options.

You can have access to your money when you need it.
A sense of security
Knowing your investments are only as volatile as you are.
Knowing your plan is on track.

Set a strategy with financial investment planning

No matter what stage of investing you’re in, you probably want your money to grow.

Major life events may affect your financial future. Working through a financial planning process early can set the path for those events.

Don’t second-guess your decisions. Get sound retirement financial advice so you can balance your needs today with your future goals.

Up-to-date personal financial planning

Financial planning advice that your grandpa followed may not fit your lifestyle and growth plan. Financial and investment planning is not one-size-fits-all.

Whether you’re single, newly-married, just graduated, or starting a new job – you have unique goals for your money.

At Lolley Financial, we create flexible investment options designed to grow with you, so you can have a financial future that you’re proud of.

Lolley Financial Adrian Michigan
107 S. Broad St. Ste. 2
Adrian MI 49221
(517) 759-1880

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. cfd Investments and Creative Financial Designs Form CRS. Lolley Wealth Management and Lolley Financial are not owned by or affiliated with the CFD companies.