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Cloud Financial, Inc.
Huntsville, Alabama Financial Advisor
Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a "worry free" retirement. At Cloud Financial Services we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies so we can help protect our client’s lifestyle for a lifetime.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
It's important to make sure your retirement strategy anticipates health-care expenses.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investors seeking world investments can choose between global and international funds. What's the difference?
Why are 401(k) plans, annuities, and IRAs so popular?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.