Services:
______________________________________________________________________________
______________________________________________________________________________
- Financial & Tax Planning
- Retirement Planning
- Insurance & Risk Analysis
- Estate Planning
- Small Business Planning
Investments, taxes, insurance, estate planning: the list of
financial concerns facing people today are endless. I am in the
business of helping clients address all of their financial
challenges. My approach can help you invest conservatively,
reduce your exposure to taxes, and provide a plan to
successfully transfer your hard-earned wealth to your children
and grandchildren.
I work with a team of professionals in my office, including a
CPA, another CFP® Practitioner, and a specialist in the
insurance industry. Our office can handle all of your investing
needs, eliminating the difficulty in dealing with several different
companies. We are a full-service firm that primarily focuses on
clients with investable assets of $250,000 or more.
Contact me today to see how I can help simplify your financial
future, allowing you to spend more time with grandchildren,
travel the world or play your favorite golf course. I can help
simplify the demands of managing your assets in order for you
to devote more time to your family, your business, or your
personal dreams.
financial concerns facing people today are endless. I am in the
business of helping clients address all of their financial
challenges. My approach can help you invest conservatively,
reduce your exposure to taxes, and provide a plan to
successfully transfer your hard-earned wealth to your children
and grandchildren.
I work with a team of professionals in my office, including a
CPA, another CFP® Practitioner, and a specialist in the
insurance industry. Our office can handle all of your investing
needs, eliminating the difficulty in dealing with several different
companies. We are a full-service firm that primarily focuses on
clients with investable assets of $250,000 or more.
Contact me today to see how I can help simplify your financial
future, allowing you to spend more time with grandchildren,
travel the world or play your favorite golf course. I can help
simplify the demands of managing your assets in order for you
to devote more time to your family, your business, or your
personal dreams.
| John W. Loyd, CFP® CERTIFIED FINANCIAL PLANNER™ 6410 Southwest Blvd, Suite 127 Fort Worth, Texas 76109 (817) 877-0717 |
© J Loyd 2005-2012. All rights reserved.
This communication is strictly intended for persons residing in the states of
TX, NC, and OK. No offers may be made or accepted from any resident
outside of these states.
Securities & Advisory Services offered through LPL Financial, a Registered
Investment Advisor. Member FINRA/SIPC
www.sipc.org www.finra.org
This communication is strictly intended for persons residing in the states of
TX, NC, and OK. No offers may be made or accepted from any resident
outside of these states.
Securities & Advisory Services offered through LPL Financial, a Registered
Investment Advisor. Member FINRA/SIPC
www.sipc.org www.finra.org
JOHN W. LOYD, CFP®
The Wealth Planner™
The Wealth Planner™
| "There is no better time than now to map out and create your financial future." |
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