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.

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Certified Financial Planner 
Donte Lloyd 

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

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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. 

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. 

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