Welcome!
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© J Loyd 2005-2012. All rights reserved.
This communication is strictly intended for persons residing in the states of
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Securities & Advisory Services offered through LPL Financial, a Registered
Investment Advisor. Member FINRA/SIPC
www.sipc.org www.finra.org
"Helping Affluent Families and Business Owners Build and Maintain Wealth"
W E A L T H :
Planning
Accumulation Preservation
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JOHN W. LOYD, CFP®
The Wealth Planner™
"It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it."
-Ralph Waldo Emerson
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Did you know?
Longevity risk is one of the most significant risks faced by retirees? A
65-year old married couple has a 92% chance at least one spouse will
reach age 80, and a 57% chance one spouse will reach the age of 90.
(Source: Society of Actuaries)