Independent

Cloyd Financial Planning is an independently owned firm which enjoys the freedom to provide you with a solution that may meet your needs and goals. Our consultative approach dictates that we spend considerable time searching the landscape for partnerships, which allow us to offer our clients sophisticated strategies as part of a well-developed financial plan. We at Cloyd Financial know that the customer comes first, so we take great care filtering through the options until we find the right one for you.

The advice you receive is solely in your best interest, not based upon corporate quotas or the pressure to recommend a proprietary product. We feel strongly that our company structure affords us the luxury to truly partner with you, and to design the most appropriate plan for your individual goals.

Our Philosophy

Here at Cloyd Financial Planning, we consider the client above all else. As an independent firm, we are not compelled to provide a single company's solution, and then make the client fit that solution -- we instead find the solution to fit the client.

We take care to consider all the clients options, needs and resources before constructing a solution. Kris Cloyd has over 30 years of experience in financial planning. We seek to develop long-term relationships with our clients.

Our Mission

Our mission is to work with our clients to help them meet their financial goals. We employ many different strategies to accomplish this. We realize every client has their own goals, concerns and levels of risk.