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.
Certified Financial Planner
Donte Lloyd
Licensed to service all US States
NAPA/OSHA/BBB Compliant
Personal Planning
Business Planning
Business Funding
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 Management
and MORE
ABOUT OUR LEAD ADVISOR
Donte Lloyd
With his combination of dedication and experience over the past 8 years, Donte and his highly experienced team, 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 they serves.
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Donte consults, advises and overlooks each client's portfolio in detail to create a solid plan with realistic projections. Him and his team provide excellent follow up on a quarterly and annual basis to ensure clients are satisfied and growing.
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As the treasurer of the Black Alumni Organization within his Alma Mater, Donte 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