Financial planning
creates legacies

If you're unsure of how to plan for a business, manage assets or investments, our certified experts have the experience, dedication, and knowledge to grow with each client by providing proven strategies on how to save, invest and plan for a soundproof and compliant future.

Personal Planning

 Business Planning

High Income tax savings

Income Protection

Wealth Management

Tax Credit Analysis

Family Planning 

Estate Planning

Student Loan Debt Reconciliation

Asset Protection

Charitable Donation/Giving

Life Insurance

  Disability Income Protection 

Stock/Bond Investments

 Retirement Planning

College Planning

Critical Illness Insurance

Long Term Care 

Annuity / Trusts 

and MORE

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Licensed to service all US States
NAPA/OSHA/BBB Compliant

Lead Certified Financial Planner 

 Donte Lloyd

 



With his combination of dedication and experience over the past 8 years, Donte manages millions in assets and investments for his clients, while saving them thousands in taxes per year all while ensuring a lifetime of wealth to every family he serves. 

As the treasurer of the Black Alumni Organization within his Alma Mater, he is committed to his community and clientele providing high morals, relatability and integrity. 

 

Offering 50+ holistic services personally and professionally, he qualifies and guides each client to provide realistic projections based from each unique situation. He guarantees a return on investment by specific strategy, that meet compliance standards, leaving no industry behind. 

 

Planning Fee: $1,500

Investment Estimate: $100

Introduction Consultation: FREE 
 

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