The Lloyd Tax Planning GPS™

At Lloyd Tax Planning our first step is to get to know you as a person, not a bunch of numbers on a statement. We want to learn about your family, your current tax strategies, your successes and any failures. This helps us and you better understand if the services we offer will be beneficial to you.

Once we know what your goals are we will work to examine your current strategies and find places for improvement. Lloyd Tax Planning will run a variety of analysis to determine the following:

-Investment Risk
-Cost of Investments (fees and taxes)
-Income Plan
-Social Security Maximization
-Strategies that may reduce Taxes & RMD’s

Once strategies have been identified, reviewed, and agreed upon, we will work to implement your plan. This may include:

-Roth Conversion Strategies
-Charitable Giving Strategies
-RMD Reduction Strategies
-Additional strategies identified to be appropriate

Once the work behind implementing your plan is complete, we will get together and review expectations and the structure of the plan. During this meeting we will:

-Review All of Your Accounts
-Review Your Initial Statements and How to Access Them Online
-Establish a Regular Review Process to make sure you’re on track
-Implement Any Advanced Planning Strategies

Once we have completed the implementation and delivery of your plan, our journey together has just begun. Throughout the year you will be invited to and encouraged to participate in numerous client only events, classes, workshops, and get togethers. In addition, we will meet quarterly (in-person, online, or over the phone) to continue to monitor your success. We believe that only meeting with a client once per year does not provide enough information to help you navigate the twists and turns that inevitably arise and are a regular part of life.