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Wealth Planning.
Wealth Accumulation.
Wealth Preservation. |
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We seek to provide financial
peace to clients
with our
personalized
approach to wealth
planning,
accumulation and
preservation. |
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Securing your dreams
takes effort
and energy, leaving little time for
wealth management. We can take that
responsibility off your hands while
helping you achieve your goals.
We have been helping our clients
work toward their financial goals with
our personalized approach to wealth
planning, accumulation and
preservation. Rest assured that our
goal is to help you maintain the
standard of living to which you have
become accustomed and to preserve
your wealth for your children and
grandchildren. In developing and
maintaining a well thought-out
wealth accumulation plan, we focus
on a variety of personalized
strategies. We have access to a
broad range of
financial products from which to
choose to help accomplish your
goals. |
At Lloyd Wealth Management you will
work hand-in-hand with your personal
wealth advisor to develop your
goals. Financial advisors are
Investment Advisor Representatives
with LPL Financial. |
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Our seamless
proactive approach
provides a system to
review your
investments and
compare them with
your financial plan,
and the changes that
take place in your
life. |
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Proactive Service Support
Wouldn’t you rather be playing the
back nine of Pebble Beach or flying
to that special sun-soaked island
than dealing with multiple financial
service companies? Our seamless
proactive approach to client service
is all about saving your time and
worry. This unique structure means
we can meet all your financial
investment needs, eliminating the
complexities associated with working
with more than one company.
Our seamless service approach is
supported by a full team of
professionals that will work hard to
help you work toward your personal
financial goals. As you can see, we
offer a full range of services, but
regardless of which service you
choose, we continue to review your
portfolio. This
process is designed to help
your investments keep pace with the
changes in your life. |
We and our affiliated
companies offer:
• Wealth Planning
• Tax Planning*
• Estate Planning
• Risk Management Planning
• Small Business Planning
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RELEASE
FINANCIAL WORRY
TO FULLY
EMBRACE LIFE |
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We can help you
maximize the amount
of free time you so
richly deserve. |
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There’s
no time like the present to prepare
for those long-awaited days of
pursuing your passions, whether it’s
learning to play golf or nurturing
your grandchildren. We can help you
maximize the amount of free time you
so richly deserve. By working with
us now, we can arrange the
details that will affect your
financial future, sparing you and/or
your loved ones from having to make
difficult decisions later.
Wealth Planning
This is where our
specialists in tax, asset
allocation, investment research and
estate distribution develop a
comprehensive accumulation and
preservation plan that best meets
your needs and goals. |
Tax Planning**
Our tax planning team at Ed Lloyd &
Associates, PLLC will prepare
your tax return, provide proactive
tax planning to provide alternatives
that may allow you
to pay less in income taxes. |
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YOUR
GREATEST GIFT
TO YOUR
CHILDREN
IS YOUR
LEGACY |
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Establishing an
estate plan can be
one of the most
effective ways of
providing for your
family and leaving a
legacy for the
future. |
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Estate
Planning
Establishing an estate plan as part
of your comprehensive wealth plan
can be one of the most effective
ways of lowering estate taxes, while
providing for your family and
leaving a legacy for the future. We
offer the following estate planning
services:
Coordinate with your attorney and
other advisors to:
•
Implement your estate plan from
beginning to end
• Retitle assets to reduce or
eliminate estate taxes
• Retitle assets in an attempt to avoid probate
• Bi-annual estate planning reviews |
Risk
Management Planning
Our risk management
team will evaluate your
non-financial risks, such as
umbrella coverage, long-term care
coverage, life coverage and medical
coverage to be sure the unexpected
does not put a halt on your future
retirement.
Small Business Planning
Our business
planning professionals will consult
with you to evaluate or establish
employee retirement plans, executive
compensation and business buy-sell/
continuity strategies. We will meet
with you and/or the key team members
of your organization, on a
complimentary basis, to explore how
we can best meet your needs. |
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FINANCIAL
MANAGEMENT
INVOLVES MORE
THAN MONEY |
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You will enjoy the
numerous benefits of
being part of the
Lloyd Wealth
Management family. |
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Our mission is to inspire you to
make the right decisions for your
financial future. You will enjoy and
appreciate the numerous benefits of
being part of the Lloyd Wealth
Management family. This alliance
entitles you access to industry
professionals, educational workshops
and a variety of social events for
the whole family.
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Come work with the Lloyd Wealth
Management – where we strive to
enhance our clients’ quality of life
through our values-based planning
services. Freeing your mind to enjoy
the things that are important to
you. |
IT'S OUR
JOB...
TO HELP
MAKE YOUR
DREAMS
COME TRUE |
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Lloyd
Wealth Management, LLC
8045 Corporate Center Drive, Charlotte, NC 28226
Telephone:
704-544-7600
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*Tax planning is offered through
Ed Lloyd & Associates, PLLC
**Neither LPL Financial nor its
representatives provide legal, tax or accounting advice.
Persons who provide such advice do so in a capacity other
than as a registered representative of LPL Financial.
Securities
and Investment Advisory Services offered through
LPL Financial member
FINRA/SIPC
& Registered Investment
Advisor.
LPL Financial is not affiliated with
Ed Lloyd & Associates, PLLC or Lloyd Wealth Management,
LLC.
Non-securities related products and services are not offered
through
LPL Financial.
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