Cliff Lloyd - Financial Planner and Managing Director

 

Welcome and thank you for visiting!
 

Our mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.

Our goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.

We hope you find this site informative and useful. Feel free to contact us if you would like more information about a particular product or service.

We look forward to hearing from you.

 

 

 

Here’s a Safe, Simple Withdrawal Rate for Retirees in 2025

Saturday, January 11, 2025 - Forbes

Choose an effective strategy to withdraw from your savings in retirement to help you sleep at night and better enjoy your retirement years. Read more...

Here's How Many Federal Student Loan Borrowers Are In Each State

Thursday, January 16, 2025 - Investopedia

A recent report from a student borrower advocacy group showed that over 42.6 million Americans hold over $1.7 trillion in federal student loan debt, and California has the most borrowers. Many borrowers are worried about the future of President Joe Biden-era repayment and forgiveness plans as the new administration prepares to enter the White House. Read more...

How To Protect Yourself From The Financial Impact Of Natural Disasters

Wednesday, January 8, 2025 - Forbes

Some information on how natural disasters across the United States affect your wallet and some ways to lessen the burden. Read more...

Don’t Fear the Froth. Stay Invested Even If Stocks Are Overvalued.

Friday, January 3, 2025 - Bloomberg

A correction may seem overdue, but timing it is hard and regular investments can pay rich rewards in the long term. Read more...

How To Roar Into The Second Half Of Life

Wednesday, January 8, 2025 - Forbes

If you're 50 or 60 and healthy, you are more than likely going to live to be 90 or 100. How will you prepare? What should organizations do? Read more...