Summer Lloyd, Financial Services Professional

02/01/2024

This month and always, we recognize and honor the accomplishments of Black Americans throughout history.

02/01/2024

When it comes to disability income protection, the provider you choose matters. But with so many out there, making the right choice can feel overwhelming. Learn why the Radius Choice®️ individual disability income insurance policy could be the one for you.

When it comes to disability income protection, the company you choose matters. But with so many companies how do you choose the one? MassMutual offers a uni...

01/31/2024

It’s tax time, which means it’s important to understand the status of all your assets – and what’s taxed now and what’s taxed later. Let’s chat.

https://bit.ly/49cGcR1.

01/31/2024

We’ve all been there - the kids are home from school, you’re trying to work, and you need to keep them busy! It’s the perfect time for them to learn some simple basics about saving.

https://bit.ly/3udIsZw.

01/29/2024

One of the most important decisions you can make when considering your estate plan is deciding who will serve as your successor trustee. Let’s discuss your options to see what may be best for you and your family.

https://bit.ly/42lFhvh.

01/25/2024

Knowing the right conversation starters can go a long way when building relationships with banks and financial institutions. Talk to me to learn more.

01/24/2024

Estate planning can be a complex topic to navigate, but you may know more than you think. Test your knowledge and learn more about why an estate plan is important: https://bit.ly/3SvOFZZ.

01/24/2024

The truth is, having a plan makes sense during ALL of life’s stages. Let’s connect.

01/24/2024

The return to work during retirement years happens for a wide variety of reasons. Let’s talk about how an annuity can support your retirement income and help you retire on your terms.

https://bit.ly/3Ua78fW.

01/24/2024

Could business ownership be your path to financial freedom? Talk to me about turning your dreams into plans.

01/23/2024

When it comes to gauging happiness, America’s youth is placing money before marriage. No matter your goals, let’s talk through your plans and make sure you’re on track.

https://bit.ly/4b4R2ub.