- Insurance & Risk Analysis
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 be designed with the goal to 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.
My firm offers customized, comprehensive, and unbiased advice.
We are a full-service firm that primarily focuses on high-income
professionals or clients with investable assets of at least $250,000.
Our clients come from all walks of life and many are already retired
or plan on retiring soon.
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
|John W. Loyd, EA,CFP®
CERTIFIED FINANCIAL PLANNER™
6410 Southwest Blvd, Suite 127
Fort Worth, Texas 76109
This information is not intended to be a substitute for specific individualized
tax or legal advice. We suggest that you discuss your specific situation with a
qualified tax or legal advisor.
© J Loyd 2005-2017. All rights reserved.
The LPL Financial Registered Representatives associated with this site may
only discuss and/or transact securities business with residents of the following
states: AZ, CA, CO, FL, IA, IN, NC, NJ, OK, TX, and WY. 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
JOHN W. LOYD, CFP®
The Wealth Planner™
|"There is no better
time than now to
map out and create