Professional Wealth Management and Financial Planning Services
For more than a quarter century, The Lloyd Group, Inc., has helped 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
Four Steps to Financial Confidence The Lloyd Group’s Planning Process
1. Meet
We get to know you and your specific needs, concerns and desires.
2. Plan
We create a strategy tailored to the objectives and issues you discussed.
3. Protect
We work with you to implement your personal estate and financial plan.
4. Review
We regularly discuss your situation and evaluate whether changes would be prudent.
Ready to Visit?
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.
As Seen On
In addition to appearing each week on “The Financial Symphony” radio broadcast and television show, founder Mark Lloyd is frequently called on by local and national news stations to offer his industry knowledge and guidance.
What's on your life bucket list? Don't forget to include your finances!
Many of us have a bucket list, or even a few thoughts about what we want to accomplish in life. Have you ever thought about a financial bucket list? Financial professional Mark Lloyd talked with Atlanta & Company about what should be on our financial bucket list and tips to reach those goals.
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
Thinking about medicare?
We can help you understand your options!
Access Our
Retirement Planning Kit
This helpful retirement kit includes three separate guides that address several topics you should consider when planning your retirement.
