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Lloyd Wealth Management System
| Lloyd Wealth gives
you the ability to organize all your advisors
and assets and consolidate them in the same
place at the same time. Imagine a
single platform through which all your financial
matters may be managed. Your assets. Your
private documents. Your financial and estate
plan. Your retirement and cash flow models.
Lloyd Wealth helps
you simplify the demands of managing your wealth
in order to enable you to devote time to your
business, your personal endeavors and your
family.
We organize your
assets, asset allocation strategy, insurance,
and your financial and estate plans to help
simplify, consolidate and integrate every aspect
of your financial future.
Organize,
consolidate and integrate your finances:
- Financial goals/plans
- Balance sheet/Net
Worth statements
- Asset allocation
strategy
- Account aggregation
- Cash flow/Retirement
Models
- Tax and Wills,
Trusts, tax returns
Insurance coverages
and summary
Estate plan
Benefits
to Lloyd Wealth clients:
- Immediate access to
all financial related matters in a single
location
- Current information
- Your accounts and
assets are always current
- Your balance sheets
are updated daily
- Analysis
Your updated
financial status is automatically integrated
into your comprehensive financial and estate
plan, continuously providing you with a
meaningful, up-to-date analysis. |
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 Lloyd
Wealth Management, LLC
Charlotte,NC 28226
Tel:
704-544-7600
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Securities
and Investment Advisory Services offered through InterSecurities, Inc. member NASD/SIPC
& Registered Investment
Advisor. InterSecurities, Inc, is not affiliated with
Ed Lloyd & Associates, PLLC and its related companies.
LD13281-10/05
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