FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Click here to check the status of your Federal Income Tax Refund

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
Learn More

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
Learn More

Retirement Redefined

Around the country, attitudes about retirement are shifting.
Learn More

GENUINE CARE

One of our primary goals is to develop a long-term, trusting relationship with you.

Learn more

COMPREHENSIVE SERVICES

When it comes to service, there are things you expect, and then there are embellishments to rise above and beyond expectations.

Learn more

BROAD PERSPECTIVE

Real-world insights and understanding that can help you better define your financial objectives.

Learn more

YOUR FINANCIAL WELL BEING IS OUR #1 CONCERN

We are committed to providing the finest, investment products and services, and identifying potential problems that could undermine your financial stability.

Because the financial markets and your needs are always changing, successful investment management must be a dynamic process. We will meet you on a regular basis to discuss your progress in the light of the current economic outlook. While developing a process customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. WE can help you execute a sound financial program utilizing products and services tailored to fit your needs.

Let's Get Started

We’re here for you!

Over the past 16 years, we have helped 100's of retirees and pre-retirees with financial planning and tax savings.

Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

Learn more
Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

Learn more
Retirement

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Learn more
Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Learn more

“Melisa Lloyd is affiliated only with the following entities: J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and American Executive Tax & Financial Services. There are no other entities in which Melisa Lloyd is affiliated or conducts business. Melisa Lloyd does not offer investments in cryptocurrencies. Melisa Lloyd does not conduct business through WhatsApp, Yahoo, Gmail, or any other internet-based communication services. Melisa Lloyd’s official communication methods include only the telephone and email addresses located at the bottom of this website.”

Explore Our Videos To Learn More About American Executive Tax & Financial Services

Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.
Learn More
A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn More
Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.
Learn More
And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Learn More

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

DO YOU HAVE ANY QUESTIONS?

Thank you!
Oops!

Click here to check the status of your Federal income tax refund