Taylor D Lloyd | Financial Planner

CONNECT

Address:

One Independent Dr, Suite 2901
Jacksonville, FL 32202

Phone:

(904) 380-4021

Fax/Other:

(904) 633-8759

The Process

"GIVE ME SIX HOURS TO CHOP DOWN A TREE AND I WILL SPEND THE FIRST FOUR SHARPENING THE AXE." 
 ABRAHAM LINCOLN 


IT'S PERSONAL

I chose to work with Sagemark Consulting because I saw the opportunity to work with people I can truly help and build a relationship with. When somebody comes to my office, the first step is just getting to know them. My responsibility is to do what is in your best interests; so, how can I effectively help without getting to know you and identifying your goals and concerns?

What areas are most important to you? What about the areas that worry you the most? Which areas do you think you're most sound in? What analysis have you done to be sure?


IT'S HOLISTIC

Once we determine what we can work on, it's time to dig. Are your plans all going in the same direction? The problem we most often find is a lack of coordination amongst people's financial plans, and we're out to change that. We take a global look at your financial situation from all perspectives: legal, accounting, insurance, and investment. We believe coordination with your other advisors (attorneys, accountants, etc.) is imperative to a successful financial plan, because the different aspects of our services, and theirs, are more closely aligned than they may appear. 


IT WORKS

After the intial meetings, my team and I will begin designing your personal financial plan. Lincoln's Planning Department is a group of individuals with specific expertise (non-practicing attorneys, CPAs, CERTIFIED FINANCIAL PLANNERSTM) and designations that far surpass what any one advisor could achieve on their own. They are devoted to helping our planners build financial plans that target the unique aspects of every client's needs. 

The result is a comprehensive solution to all of your financial objectives. That being said, the financial plan itself only proves that ink sticks to paper. The real benefit requires implementation of that financial plan, so I will act as your advocate to ensure the solutions you choose are competitive, and most importantly, they fit your financial plan.

There are scary, real problems known and unknown that will have to be dealt with; but that's why I'm here. That's why I do this. More good things are lost by indecision than by wrong decisions. When I say I want to help people, I mean taking that burden off their shoulders and acting as a catalyst to get things done.