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Tesoro Financial http://www.secureandsafeinvesting.com/Michael LLoydFinancial Advisor, Estate Planner, Annuity Specialist, Insurance |
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Business Description
Michael Lloyd has been assisting investors with wealth management for over 30 years. He specializes in helping his clients both preserve their assets and increase their incomes.
Mr. Lloyd graduated from Pepperdine University in 1976 receiving a Doctorate in Law as well as a Masters in Business Administration. Mr. Lloyd has published dozens of articles and periodicals regarding wealth management and planning for retirement. He has also conducted seminars and workshops throughout the State of California educating attendees in developing fiscal planning that is recession proof. He also educates seniors on how to preserve and maintain retirement accounts so as to last throughout their lifetimes. He specializes in creating legacies for heirs.
Business owners have found his unique system planning to be especially helpful in quickly funding retirement plans that maximize the income available for the retirement years.
General Information
Licensed by the States of California and North Carolina, Mr. Lloyd has helped hundreds of investors safely invest over $50,000,000 into safe and secure investments. None of his clients lost any principal or earned interest on their investments during the recession of 2008. His philosophy is simply that “none of my clients shall ever lose a dime on the investments I recommend”.
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