Cliff Lloyd, MBA, RICP - Financial Planner

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Cliff Lloyd, MBA, RICP - Financial Planner I help people solve financial problems so they can achieve financial independence.

10/26/2026

From childhood prodigy to AI pioneer to Nobel Prize winner, Demis Hassabis has always had a simple plan. Step one, solve intelligence. Step two, solve everything else.

10/25/2026

As investing, speculation and sports betting converge on Gen Z’s screens, similar app experiences raise a critical question: is the goal long-term wealth, a short-term wager or entertainment?

10/24/2026

Family offices are embracing luxury collectibles as inflation hedges, but mixed evidence raises a sharper question: disciplined diversification or expensive conviction dressed in good taste?

10/23/2026

For this week's Barron's Advisor Big Q, they asked wealth advisors about the approach they're using now, as longer life spans and improving medicine are changing the calculus.

10/22/2026

It’s not enough, yet it’s the best we have.

10/21/2026

People with natural gas can expect lower heating bills this winter, as mild weather and lower costs will take some pressure off utility bills.

10/20/2026

The higher cap on the federal tax deduction is the same for a single filer or a married couple, prompting some high earners to look for ways around the marriage penalty.

10/19/2026

For the last thirty years, we have been focused on keeping bots out. Now, we have started to focus on working them in.

10/18/2026

As the United States faces the greatest wealth transfer in history, some people are turning to therapists to help them pass on their assets in a way that preserves harmony.

10/17/2026

You've worked hard all year in your business to earn a good living, now is the time to do these 9 proactive tax planning to slash your tax bill now.

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122 TERRA BELLA Boulevard
Baton Rouge, LA
70433

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Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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