Cloud Financial, Inc.

Description

Our commitment is to help you work towards achieving all your financial goals and to provide you with a "worry free" retirement. At Cloud Financial we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies so we can help protect our client’s lifestyle for a lifetime.

Germi brings his extensive experience in business management and finance to the Cloud Financial team. He has more than 10 years experience in finance and 8 years experience in management at the nation's 3rd largest privately owned...

Avoid Will Contests —Assets passing via a living trust may be less susceptible to the sort of challenge you might see with a will transfer. The drawbacks of a living trust Living trusts are not an estate panacea. They won’t accomplish some potentially important objectives, including: A living trust is not designed to protect assets from creditors. They are also “countable resources” for purposes of determining your Medicaid eligibility. 2 There is a cost associated with setting up a revocable living trust. Not all assets are easily transferred to a living trust.

Susie McCullough brings over 15 years of professional experience in client relations and office management to the Cloud Financial team. Much of Susie’s administrative and accounting experience was gained during her tenure with a large...

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

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