Services:
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- 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 meet 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®, and an expert in the insurance industry.
Our office can handle all of your investment 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 money 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 meet 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®, and an expert in the insurance industry.
Our office can handle all of your investment 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 money 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 2005-2010. All rights reserved.
Securities & Advisory Services offered through LPL Financial, Member
FINRA/SIPC
www.sipc.org www.finra.org
Securities & Advisory Services offered through LPL Financial, 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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