Germi Cloud, Nssa®, Crpc® Email & Phone Number

Cloud Financial, Inc. is a family run company that was built with a team approach. We believe in leveraging our diverse backgrounds, education, and experience in a strategic planning environment for the benefit of our clients. No one strategy fits every client need. We give clients our undivided attention with a proactive approach to insurance, investment, portfolio, wealth management, and estate planning. We believe that understanding and managing risk is key to proper investment portfolio management, retirement income planning, insurance, legacy and estate planning. Advisory services are offered by Cloud Investments, LLC, a Registered Investment Advisor in the State of Alabama. Insurance products and services are offered through Cloud Financial, Inc. Cloud Investments, LLC and Cloud Financial, Inc. are affiliated companies.Specialties: Investment, Investments, Strategic Financial Planning, Insurance, Investment Management, Portfolio Management, Estate Planning, Financial Strategies, Financial Plan, Investment Manager, Life Insurance, Financial Representative, Financial Advisory, Money Management, Investment Strategies, Financial Advisor, Retirement, Wealth, Wealth Management, Long-Term Care, Retirement Planning, Investment Advisory, Investment Broker, Investment Advisor, Financial Advisors, Financial Retirement Planning, Financial Planning for Retirement, Term Life Insurance, Disability Insurance, Stock Market, Return on Investment, 401k, Retirement Plans, Retirement Plan, Financial Planner, Asset Allocation, Fixed Annuities, Retirement Plan Service, Financial Rep, Wealth Advisor, Mutual Fund, Financial Planners, Independent Financial Advisor, Wealth Advisors, Retirement Savings, IRA, Corporate Bonds, Fiduciary, Fiduciary Services, High Yield Investment, Retirement Savings Plan, Social Security, Performance

Listed skills include Estate Planning, Financial Advisory, High Yeild Investment, Fiduciary, and 46 others.

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  Financial Advisor

  Cloud Financial Inc.

  Aug 2010 - Present - Huntsville, Alabama Area

  Cloud Financial provides a Money Management System to show our clients how to be defensive in bad times and opportunistic in good times. We believe that you cannot have a safe and secure future without understanding and managing risk. Our exclusive “Three Bucket Approach” will evaluate your overall risk tolerance then designs solutions to minimize risk and maximize portfolio gains. We always keep our commitment to design low risk, low volatility portfolios that will give our clients peace of mind.Cloud Financial specializes in protecting client’s investments from market volatility. Our goal is to enhance and preserve our clients’ wealth and estates. Our ability to achieve solid results in the face of changing economic times is a tribute to thorough planning methods. We design a plan for each client to provide a fulfilling and worry free retirement. Cloud Financials philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals. So, don’t be a victim of another recession or financial crisis. Cloud Financial believes there is another solution and we believe you deserve more.Specialties: Investment, Investments, Strategic Financial Planning, Insurance, Investment Management, Portfolio Management, Estate Planning, Financial Strategies, Financial Plan, Investment Manager, Life Insurance, Financial Representative, Financial Advisory, Money Management, Investment Strategies, Financial Advisor, Retirement, Wealth, Wealth Management, Long-Term Care, Retirement Planning.Cloud Financial uses strategic financial planning for investments, portfolio management, wealth management, and estate planning. Our financial strategies and insurance offerings allow us to customize solutions with our client’s needs in mind. For more information, Germi can be contacted at gerni@cloudfinancial.com or 256-715-0094.