Financial Planning

On some level, we can all claim to be financial planners.

Whether you are excited for retirement, or haven’t given it much thought, reading a few blog posts or flipping a coin won’t be enough to help you plan for sufficient income in retirement.
The Lloyd Group understands that each client is unique in their family and personal needs. Our financial professionals have access to many different investment and insurance products with many different companies, each supplying various financial products. This allows our team the flexibility to recommend customized financial products instead of a canned plan, sometimes offering suggestions for new strategies or ideas you may not be aware of.
Our certified financial professional take their calling very seriously, knowing the work we do together can have a major impact on your life, both today and in the future. Once we have gotten to know you and understand your goals, we will pour our efforts into developing a strategy that fits your needs. This kind of personalized attention is imperative, and it’s something you just won’t get from a static brochure or website.

Why?

Whether you are excited for retirement, or haven’t given it much thought, reading a few blog posts or flipping a coin won’t be enough to help you plan for sufficient income in retirement.

The Lloyd Group understands that each client is unique in their family and personal needs. Our financial professionals have access to many different investment and insurance products with many different companies, each supplying various financial products. This allows our team the flexibility to recommend customized financial products instead of a canned plan, sometimes offering suggestions for new strategies or ideas you may not be aware of.

Our certified financial professional take their calling very seriously, knowing the work we do together can have a major impact on your life, both today and in the future. Once we have gotten to know you and understand your goals, we will pour our efforts into developing a strategy that fits your needs. This kind of personalized attention is imperative, and it’s something you just won’t get from a static brochure or website.

The Power of Choice

choice

Working with The Lloyd Group, Inc. gives you the power of choice. This is because we aren’t tied to one single insurance company or financial institution. So, if you decide to purchase an annuity, your financial professional can show you several types of annuities from multiple companies. This allows us to match you to your preferred financial solution.

Schedule an Appointment

Call our office to set up a financial planning appointment with one of our skilled financial professionals. Together we can review your finances, discuss your goals and determine the appropriate course of action. Contact Heidi Lennon at (770) 932-0387 or email Heidi@thelloydgroupinc.com.

We proudly offer the following services to our clients:

retirement-kit-branded

Access Our

Retirement Planning Kit

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