How We Work

How We Work

American Executive Tax & Financial Services, LLC is a full-service financial consulting and investment company owned by Registered Representative, Melisa M Lloyd, located in Spring Hill, Florida. We specialize in developing plans to help optimize your investment results for retirement. We take into account your immediate and future income needs and the level of growth you expect, while keeping taxes to a minimum.

Because the financial markets and your own needs are always changing, successful investment organization must be a dynamic process. By meeting with you on a regular basis we can discuss your progress in light of the current economic outlook.

With all the confusing investment options available today, the right investment decisions are not always obvious. If you are ready to begin, we are ready to assist you. Please click the icon below and we will help get you started with our Complimentary Analysis!

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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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