INDIVIDUAL FINANCIAL SERVICES
Financial Planning
Financial planning is a lifelong process,
designed to address your needs as you make your way through
life. When you sit down with us, we will help you put together
a financial plan that’s flexible, one that takes into account
your changing needs and one that allows you to monitor your
results on a daily basis. For
more information on this system
click here.
A Roadmap for Life
A financial plan is your blueprint for how
to address your financial needs, wherever you are in life. It
should help you answer such questions as:
- When will I be able
to retire?
- Will I outlive my
assets?
- How am I going to
fund my children’s or grandchildren’s college education?
- What happens if I
become disabled?
- Would my family be
provided for if something were to happen to me?
Utilizing our
Wealth Management System and fee-based financial planning we
work with you to create a comprehensive
plan that addresses your long-term goals, while keeping in mind
your short-term needs.
Our comprehensive financial reporting
system integrates all of your investments in one location with
daily updates. For more information on this
click here.
Fee-based financial services
are offered through LPL Financial, a Registered
Investment Advisor.
Tax Efficient Strategies*- There are
a variety of strategies available that defer taxable income or
reduce your current income with tax credits. Through
LPL Financial, we have
managed accounts that focus on overall return and tax
efficiency.
Managed Accounts – If you’ve ever
thought of hiring a professional money manager but weren’t sure
how to find high-quality service, look no further.
We offer stock and mutual fund portfolios
built around your investment preferences and objectives.
Through
Linsco/Private Ledger, Inc., we also have access to
comprehensive, fee-based managed-account programs.
What Will Your Retirement Be Like?
Everyone has a dream retirement in mind:
travel around the world, launch a new career, spend time with
family and friends. We understand that a big part of the dream
is making sure of your financial security.
Whatever your retirement plan is, we will
work with you to develop a long-term plan that can help you live
your dream – without losing sight of today’s concerns, such as
sending a child or grandchild to college or growing your
business.
Contact us at (704) 544-7600 for more information on how we can assist
you!
Lloyd Wealth Management, LLC
8045 Corporate Center Drive, Charlotte, NC 28226
Telephone:
704-544-7600
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