Our Services
You deserve a financial plan as distinct as your interests. The Lloyd Group’s four-step planning process is designed to deliver exactly that.
For more than a quarter century, The Lloyd Group, Inc., has aimed to help customers pursue retirement with the zest and financial confidence they desired. Our professionals accomplish this by specializing in:
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Estate planning
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Retirement planning
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Life insurance
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Probate and trusts
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Gifting
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Financial planning
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Wealth management
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Annuities
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Long-term care
Is Your Retirement Strategy in Tune?
Like a grade-school band performing its first concert, portfolios featuring instruments that aren’t in tune with your retirement needs and objectives can result in discord. In his book, “Composing Your Own Financial Symphony,” founder Mark Lloyd will help you understand how to create your own retirement masterpiece, highlighting strategies to:
- Avoid retirement roller coasters and “red zone” miscalculations
- Prepare for the “tax time bomb” and rising health care expenses
- Help ensure you won’t outlive your money
- Much more
Mark also can be heard weekly across the nation on “The Financial Symphony” radio broadcast. Tune in to recent episodes here.
Our Seminars
If there’s a financial topic that could affect your finances and future, our team likely will address it during one of our seminars. Discover the myriad topics we cover and questions we answer at these educational events to help you make informed decisions today that will benefit you and your family tomorrow.
Ready to Uncover
Potential Tax Savings?
- How proper planning can help you manage the taxation of Social Security benefits
- Why strategically draining taxable income from brackets with elevated tax rates can provide immediate tax savings
- Ways donor-advised funds allow you to avoid capital gains taxes
Your First Step
Contact us today to see how The Lloyd Group can help you meet your financial and retirement objectives. We enjoy visiting however you feel most comfortable — in person, virtually or by phone.
