Organization

Mission Statement

To provide comprehensive financial planning and investment advice to my clients in the attainment of their financial goals, dreams, and peace of mind.  I strive to establish and maintain life-long relationships with my clients, and the family and friends they refer by providing professional and ethical financial advice.

LOYD FINANCIAL MANAGEMENT, INC. was founded by its President, Donald P. Loyd, J.D., M.B.A., CFP®, who provides comprehensive financial planning and advisory services to individuals residing throughout Colorado and in various states across the nation.  Our offices are located in the Denver Tech Center (DTC) in Centennial, Colorado.

Don is a Certified Financial Planner™ Practitioner with over 20 years of experience in the investment and financial planning business.  As a fee-based advisor, Don provides honest, straightforward, and objective advice.  He is interested in developing long-term, mutually beneficial relationships with clients that are built on the highest levels of trust, integrity, and service.

As a Certified Financial Planner™ Practitioner, Don will assist you with all of your financial planning needs such as investment selection and management, retirement planning, assessing and reviewing your insurance needs, income tax planning, estate planning, and just about any other issue that affects your financial life.

Areas of Specialization

• Investment and Asset Management
• Asset Allocation
• Retirement Planning
• IRA Rollovers and Distributions
• Tax and Estate Planning
• College Planning
   

Securities and investment advice are offered through Transamerica Financial Advisors, Inc., a Registered Broker/Dealer and Investment Advisor,

Member FINRA & SIPC.