BANNER PICTURES: Left - in Italy with my son Joseph when he was an exchange student years ago; Center - a wonderful family diving trip to Cozumel, Mexico; Right - My wife greeting me after returning from my first Navy deployment (we were sailors once, and young).
Your family is important. Most people want to invest wisely to protect their family and their future. Nobody wants to run out of money in retirement or make an avoidable mistake with their investments.
The question is how to get there. We are here to listen to your story and craft a plan for achieving your long-term goals. It's more complicated than you think, but not hard to understand. We are happy to walk you through the process.
281-402-8284 robert.lloyd@lloydsintrepid.com
Professional Designations
Chartered Financial Analyst (CFA)
Affiliations
CFA Institute
XY Planning Network
Primary Location
1330 Lake Robbins Dr., Suite 560, The Woodlands, Tx 77380
We want to hear your story. How did you get here? Where do you want to go? When do you want to retire? After listening to you, we will outline the planning process and explain how it delivers a portfolio customized for your unique family situation. The first meeting takes about an hour.
Offers Investment Management
Yes
About our Firm
Our practice was created to deliver you a great value proposition. What does that mean from an adviser? Listening to your needs, explaining our recommendations and using the lowest cost options to build your portfolios. Cost and investment approach matter immensely. It's a pretty boring topic, but we love it and are happy to explain it to you!
Education
University of Notre Dame, BBA; University of Chicago, MBA.
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