Simplifying Retirement in North Alabama
Complimentary Consultations | Fiduciary Care | Locally Owned

(256) 715-0094
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Our Mission
Your go-to retirement resource for the community. We provide education and planning services to those at and near retirement.


Our Vision
Inspiring confidence by simplifying retirement.
Now Offering Virtual Consultations
Submit your request today to set up a live video consultation with Cloud Financial, Inc and Cloud Investments, LLC from your smartphone, tablet, or computer!
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What We Do

Request A Call Back

Fill out this short form and a Cloud Financial, Inc and Cloud Investments, LLC representative will contact you the next business day.

Important Notes:
For all virtual consultations, we will contact you to schedule a day and time.
For Zoom, any smartphone or computer is able to join a Zoom call, and you do NOT need to have a Zoom account to join your virtual meeting. If you are going to use your phone or tablet, you will need to download the Zoom Cloud Meetings app to join the meeting.