Christopher Lloyd, CFP®
A guide for planning, money and bucket lists.
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Lloyds Intrepid Wealth Management
Christopher Lloyd, CFP®
The Woodlands, TX
A guide for planning, money and bucket lists.
Areas of Focus
- Employee Benefits
- Employee Stock Options
- Estate Planning
- Family and Money
- Financial Life Planning
- Inherited Wealth
- Insurance
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Me
"A nickel ain't worth a dime anymore".-Yogi Berra
There are a lot of factors that can turn your “dimes” into “nickels.” In the last year, we consumers have become acutely aware of the effect rising inflation has on spending power.
It is the same for investors; inflation is a drag on the real value of an investment over time. Increasing risk is a common tool for overcoming inflation concerns, but it is a critical decision that needs to be done thoughtfully. Income, savings, taxes, retirement age, and risk tolerance are just a few of the many factors people need to consider.
We work with Houston area families to address these concerns. We listen to your concerns and dreams to formulate a long term plan based on your unique needs. Then, we turn that into a broadly diversified portfolio focused on tax-efficiency and minimal fees.
We would love to hear your story! Please give us a call or message us.
Professional Designations
- Accredited Asset Management Specialist (AAMS)
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- XY Planning Network
Primary Location
1330 Lake Robbins Dr., Suite 560, The Woodlands, Tx 77380
Compensation Methods
- Fee Only
- Hourly Rate
Who We Serve
- Baby Boomers
- Business Owners
- Gen X
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