LOYD FINANCIAL MANAGEMENT, INC.
7475 East Peakview Ave. Building 10
Centennial, CO 80111
Phone:
303-779-0987 or 888-366-5693
Fax:
303-374-5698
E-mail:
"Live for Today... Plan for
Tomorrow"
Mission Statement
To provide independent financial planning and investment advice to help our clients in the attainment of their financial goals and dreams. We strive to establish and maintain life-long relationships with our clients, and the family and friends they refer by providing professional and ethical financial advice.
Background & Qualifications
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 30 years of experience in the investment and financial planning business. As a fee-only 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, operating under the fiduciary standard, 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
College Planning
- Investment and Asset Management
- Asset Allocation
- Retirement Planning
- IRA Rollovers and Distributions
- Tax and Estate Planning
Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.