The Lloyd Group, Inc.

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For over 17 years, The Lloyd Group Incorporated has specialized in wealth development and asset preservation using our team of legal, tax, investment and insurance specialists to design a safe retirement and estate plan that fits your individual needs. We have two offices located throughout North Georgia. Our home office is in Suwanee. Our second location is in Rome, Georgia. Feel free to visit any of these locations, or if you prefer, we would be happy to visit you at your home for a free consultation and analysis. OUR TEAM The Lloyd Group Incorporated, Expertise you can rely on and a "Team" you can Trust. Mark A. Lloyd , R.F.C., is the principal owner of The Lloyd Group Incorporated He has a staff consisting of accountants as well as a full support group to serve their clients needs. Mark has been the featured speaker at many Estate Planning and Retirement Seminars for many years. He has spent his career not only educating the community, but has attended, completed and received some of the premier designations offered in the financial industry. To see a list of these organizations as well as other memberships that Mark and The Lloyd Group Incorporated are affiliated with, click credentials. Mark's passion is to provide continuous financial guidance that individuals and families need to secure their financial future. He has been developing safe, conservative retirement and estate plans for over 15 years. In addition to providing products and services from a number of the largest, most stable and well-respected names in the financial industry, his number one commitment is to serve his many clients and to make sure that he will be there when their life situation changes. He is a C.E.P., (Certified Estate Planner) and an R.F.C. (Registered FInancial Consultant).The Lloyd Group Incorporated has partnered with some of the premier firms in the estate planning and asset protection arena in the Southeast. Some of these firms include: Estate Planners of Georgia LLC- Owned and operated by Don Ash of Rome, Georgia. Don and Mark have had a working relationship since January of 1991.They have jointly held informational workshops over Northwest Georgia since that time. Morris & Bryson LLC- The lawyers in the firm consist of James C. Morris, Jr. and Richard S. Bryson. Jim and Richard have helped clients solve tough and challenging issues with the use of comprehensive estate planning documents and sound legal advice. Jim is a Certified Public Accountant as well as an attorney. He is a member of the American Association of Attorney-Certified Public Accountants, Incorporated (only 3% of Attorneys and CPA's qualify for this). Richard is a member of the National Academy of Elder Law Attorneys. He has presented many lectures and estate planning forums throughout Georgia. Their firm is located in the same building as The Lloyd Group Incorporated For years, Morris & Bryson and The Lloyd Group Incorporated have jointly helped clients navigate the tough terrains of life. With this team approach, all of your financial, retirement planning, insurance, tax advice and legal document needs can be solved at one location. Blake Morris, M.B.A .

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