James Loyd Email and Phone Number

My primary focus is working with Entrepreneurs / Business owners. In particular, small businesses such as in the Trades (HVAC, Flooring, etc) and also the Automotive Industry. I've spent years learning what Entrepreneurs / Business owners need, from a financial perspective, and how to help them organize and prioritize their financial picture and goals. Some common problems most Entrepreneurs / Business owner's encounter:• Fluctuating monthly income • Disorganized finances• Hefty tax billsIf any of these things resonate with you, we need to talk!As a Entrepreneurs / Business owner, sometimes you feel like you're on an island. But you're not alone! Over the years, I've built a network of professionals with whom I consult to make sure my clients' needs are met. From CPAs who work with Entrepreneurs / Business owners across the country, to estate and business attorneys who understand and are experts in the industry, you can count on me to have your back and work with you and your professional team personally, to make sure your bases are covered. I enjoy working with Entrepreneurs / Business owners because they are passionate, generous and kind. Their beautiful, right-brains are usually always creating, which leaves little to no time (or desire!) to work on budgeting, saving, investing, and planning for their future. I've developed such a deep respect for this group of people, that I've made it a crusade to help them live their dreams now and provide for their future selves down the road.I serve each client individually, always keeping their best interest as my top priority. And because every client and family is unique, I have an established process to help them create realistic goals and implement personalized strategies to accomplish those goals. By partnering together and remaining accountable to each other, we stay on track through all stages of your business growth and your life./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.