Matthew L Lloyd, CLTC®

Financial Advisor

Financial Planning for Your Family and Business

Matt has been a financial advisor with Northwestern for over 20 years and knows that achieving financial security is important to his clients, their families and their businesses.

Matt takes a unique approach with his clients. Matt begins the process by helping clients to create a vision that will support the values and goals of their family or small business. He then serves as a guide for them, helping to design financial solutions, and holding his clients accountable as they implement each piece of their plan.

As a Northwestern Mutual Advisor, Matt has access to a team of experts to customize effective solutions to meet the needs of each client. These solutions are implemented utilizing a variety of products and services.

Specifically for individuals, Matt specializes in life, disabilty income and long-term care insurance as well as asset and income protection, education funding and retirement solutions. When working with small business owners, Matt deals with issues related to executive benefits and business continuation.

Simply said, Matt helps you reach your most important goals.
 


My Mission

As a Northwestern Mutual Advisor, Matt's mission is to reflect the trust, honesty and integrity  that are inherent in the Network. Matt is committed to providing each of his clients with strong financial solutions that are tailored to their particular needs and goals.


Service

Matt Lloyd strongly believes in giving back to the community and enriching our lives through community involvement.

Matt and his family are members of Holy Cross Church.

Matt is also involved in the following organizations:

  • Member of the Lynchburg Association of Insurance & Financial Advisors.
  • Founding Member and Past President  for Business Network International, Hill City Chapter.
  • Member and Past Officer - University of Virginia Alumni Association/Lynchburg.
  • Member  - E.C. Glass Athletic Boosters.
  • Board Member - Bryan Wade Trust Fund

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

We Create Plans For People, Not Money

At Northwestern Mutual, we do financial planning differently. If you live for it, I can help you plan for it. Learn how.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck