Lloyd Financial

06/02/2026

The Goonies is a great movie and a good guide for what not to do when it comes to estate planning. Our report breaks down how to plan ahead so your loved ones aren't left trying to decipher your financials and searching for assets.

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05/26/2026

What do Aretha Franklin, Sonny Bono and Jimi Hendrix have in common? They died without a formal will or estate plan in place. The result? Years of pain and legal drama that could have been avoided. Read our latest report to learn how you can avoid similar mistakes.

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05/25/2026

05/19/2026

What happens after you die? For your loved ones, if you pass without a proper estate plan, it could be a time of heartache and headache. Our latest report covers the importance of estate planning and how to get started – because a ghost can't pay the electric bill.

Life after your death

10/23/2023

On Saturday, the Lloyd Financial team had the fantastic opportunity to sponsor The Montrose Beer & Gun Club Cook-off Extravaganza. We're thrilled to share that all donations from the event went directly to our local Make-A-Wish Foundation, a wonderful organization dedicated to making the dreams of children in Texas come true.
In addition to our contributions, we added to the excitement by raffling off some premium Cuban ci**rs and a 21-year-old single malt scotch. It was a fantastic day for a great cause, and we're proud to have been a part of it.
Thank you to everyone who joined us and made this event a success! Your support means the world to us and to the children who benefit from the Make-A-Wish Foundation.

08/08/2023

We broke down markets into a 5-minute read

08/01/2023

Here's what savvy investors should know

07/25/2023

Here's what you should know

07/18/2023

Here's what savvy investors took away from Q2

06/05/2023

The money lies you believe are costing you. Here's how.