COVID-19 Alert: In these extraordinary times, we are here for you. Click HERE to book a phone meeting ASAP!

Professional Wealth Management and Financial Planning Services

Welcome to The Lloyd Group, Inc. We offer comprehensive retirement and estate planning strategies nationwide. Our goal is to help you grow your personal wealth, ultimately protecting you and your family for generations to come.

YOU ARE NOT ALONE!

Our advisors are here to answer those looming questions you may have during these uncertain times. Here are some FAQs you may need assistance with:

  1. Are my assets safe?
  2. What am I supposed to do with my accounts that aren’t looking good?
  3. Should I move to cash?
  4. Can I still retire, or should I wait until the market is up?
  5. What long-term impacts do you see?

Let’s talk! Although we are not meeting in person, we are continuing to serve you with several virtual options.

Click below to book your complimentary phone consultation with our team!

Book Now!

As Seen On

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.

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In the News

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Mark Lloyd, owner and founder, is frequently called on by local and national news stations for his industry knowledge and guidance.

You may have seen him locally on Fox 5 Atlanta or WSB Channel 2, or nationally on Fox Business network. He has also been quoted in many newspapers and magazines such as The Wall Street Journal, Forbes and the Atlanta Journal Constitution.

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Why The Lloyd Group, Inc.?

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You’ve been working hard to save money for your future. But do you know what you want your financial future to look like and how much income you will need to support it? Maybe you have a general idea, but at some point, you will need a more concrete calculation. That is where the financial professionals at The Lloyd Group, Inc. come in. We can evaluate your unique financial situation and construct a strategy that will help allow you to achieve your retirement dreams.

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Meet Our Team
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Access Our

Retirement Planning Kit

This helpful retirement kit includes three separate guides that address several topics you should consider when planning your retirement.

    • Get Informed

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    radio program

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    Tune in to our national show, the Financial Symphony, Saturdays at 8 p.m. on WSB Radio.

    Listen Now

    seminars

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     In simple everyday language, Mark Lloyd C.E.P., R.F.C., will discuss strategies that you may consider implementing now.

    View Events

    The Lloyd Group, Inc. recommends everyone check their credit report at least once a year to look for anything suspicious. You can get a free report from each of the three credit bureaus. Click here to get your free report.

    Please visit the National Consumers League or Better Business Bureau to report a scam.