It appears to be a safer investment then what we had especially with the unknowns of the world - just made sense for us at our age. This professional team is the most competent, caring, and genuine group we have ever been associated with in our thirty five years of marriage. Senior Strategies gave me the advice on ways to have my money grow and be available when I needed it the most.
Benjie was very patient in making sure we had answers to our questions. Anyone seeking to plan their retirement would find tremendous help in working with Senior Strategies. We felt that Benjie and his staff were knowledgeable about taxes and savings and wanted to help each person sincerely. There was no pressure, just information to make wise decisions!
Benjie was very patient in making sure we had answers to our questions. Anyone seeking to plan their retirement would find tremendous help in working with Senior Strategies. We felt that Benjie and his staff were knowledgeable about taxes and savings and wanted to help each person sincerely. There was no pressure, just information to make wise decisions!
Services
The Lloyd Team, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Benjie Lloyd is devoted to family and helping others. With his wife and son, Benjie has made it his family's mission to help other families plan for retirement, protect their futures and preserve assets for the next generation.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
Talk to your financial professional and your tax advisor about how Social Security benefits can fit into a complete retirement income strategy. Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. We are not affiliated with the U.S. government or any governmental agency.
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