Rob Lloyd, CFA
30+ yrs Investing Experience Helping People Plan Wisely To Protect Their Family
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Serving Clients Nationwide
30+ yrs Investing Experience Helping People Plan Wisely To Protect Their Family
Areas of Focus
- Employee Stock Options
- Estate Planning
- Investing
- Investment Management
- Retirement Planning
- Retiring Early (F.I.R.E)
- Setting Up Retirement Accounts
- Social Security
- Taxes
About Rob Lloyd, CFA
✅We work with wealthy families to keep them wealthy.✅You may not feel wealthy, but odds are your combination of pensions, 401k investments and property means you have quite a bit that needs to be managed. The question is, how to analyze these different assets and figure out 1) how much money can I spend in retirement, and 2) when should I retire? These are great questions.
✅It sounds simple, but there is probably a lot you don't know. Ask yourself this: what was the average rate of return for stocks and bonds over the last 20, 50 and 100 years? Not sure? How about this: how do you calculate the benefit of diversification on a portfolio? Not sure about that either? These are critical factors needed to invest properly to achieve #1 and #2 above.
🎯 It's not what you don't know that gets you into trouble;
it's what you know for sure that just ain't so!
Sam Clemens, American author and humorist also known as Mark Twain.
✅Financial advisers seem completely unnecessary. However, most of us use doctors when we are sick, auto mechanics when we have car trouble, lawyers when we have legal problems or accountants when we have complex tax questions. Even though we recognize these professionals as subject experts, the financial professional is the one expert many try to live without. This can lead to expensive mistakes caused by lost opportunities or outright losses from bad investments.
🎯 “Better be wise by the misfortunes of others than by your own.”
Aesop, Greek author of moral fables, The Lion, The Ass and The Fox Go Hunting
✅Your family is important. Most people want to invest wisely to protect their family and their future. Nobody wants to run out of money in retirement or make an avoidable mistake with their investments.
✅The question is how to get there. We are here to listen to your story and craft a plan for achieving your long-term goals. It's more complicated than you think, but not hard to understand. We are happy to walk you through the process.
💼Call us at 281-866-3039 and let's talk.
🚀Fun fact about me: Despite my 8-year stint in the Navy flying in the S-3B Viking, my favorite activity is actually SCUBA diving. I love swimming with the pretty fishes and the sense of weightlessness!
https://www.lloydsintrepid.com/disclaimer2
Professional Designations
- Chartered Financial Analyst (CFA)
Affiliations
- CFA Institute
- XY Planning Network
Primary Location
1330 Lake Robbins Dr., Suite 560, The Woodlands, Tx 77380
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
What to expect in the first meeting
We want to hear your story. How did you get here? Where do you want to go? When do you want to retire? After listening to you, we will outline the planning process and explain how it delivers a portfolio customized for your unique family situation. The first meeting takes about an hour.Offers Investment Management
Yes
About Lloyds Intrepid Wealth Management
Our practice was created to deliver you a great value proposition. What does that mean from an adviser? Listening to your needs, explaining our recommendations and using the lowest cost options to build your portfolios. Cost and investment approach matter immensely. It's a pretty boring topic, but we love it and are happy to explain it to you!Education
University of Notre Dame, BBA; University of Chicago, MBA.
Languages
- English
Hobbies and Interests
- Beach
- Boating
- Camping
- Dancing
- Family
- Golf
- Movies
- Swimming
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Couples
- Divorce
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Gen X
- Investors
- Military
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