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<p> we created this web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate investment planning, and wealth preservation, wm lloyd company, our relationship-based approach is at the heart of our investment planning program, planning is an ongoing process and addresses a variety of financial areas including investment management, reitrement planning, insurance planning, and estate investment planning, our five step process designed to help our clients achieve their specific goals include establish financial goals, gather and analyze relevant data, develop a plan, implement your plan, and continuously monitoring your plan, the purpose of our business is to assist individuals, families, and business owners in preserving and transferring wealth, we create a comprehensive investment management program designed to address the specific goals of each client</p>