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Cloud Financial, Inc. was started in 2001 by our President, Don Cloud. He wanted to create a company that would help the pre-retirement and retirement communities in Northern Alabama through education and planning. In 2016, Cloud Financial, Inc. expanded and created its own RIA (Registered Investment Advisor), Cloud Investments, LLC, to be able to have a more hands on approach that better allowed for wholistic planning for our clients. Since then we have grown into a multi advisor company that provides many services to make us a one stop shop. Our team is committed to empowering you to have the tools to identify and achieve your financial goals and provide you with a more confident retirement.

 

Services: Tax Strategies, Legacy Planning, Income Planning, Investment Management, Social Security Maximization

 

Insurance products and services are offered through Cloud Financial, Inc. This content is for informational purposes only and should not be used to make any financial decisions. Life insurance and annuities are insurance products and are subject to state insurance laws and regulations.  In order to sell, negotiate, or solicit insurance, an individual must be properly licensed as an insurance agent.  The information contained herein is not legal or tax advice.  An individual should consult the appropriate professional for legal or tax advice.

 

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