Christopher Lloyd, CFP®

A guide for planning, money and bucket lists.

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Lloyds Intrepid Wealth Management Christopher Lloyd, CFP®
The Woodlands, Texas

A guide for planning, money and bucket lists.

Areas of Focus

  • Employee Benefits
  • Employee Stock Options
  • Estate Planning
  • Family and Money
  • Financial Life Planning

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

77380

Compensation Methods

  • Fee Only
  • Hourly Rate

Who We Serve

  • Baby Boomers
  • Business Owners
  • Gen X

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