Cloud Financial, Inc. is a locally owned retirement resource in Huntsville, AL, providing education and planning services to individuals at and near retirement. With a mission to simplify retirement, they offer a range of services including income planning, tax strategies, legacy planning, social security maximization, and investment management.
Founded in 2001 by President Don Cloud, Cloud Financial, Inc. expanded in 2016 to create Cloud Investments, LLC, allowing for a more hands-on approach to holistic planning. Committed to empowering clients to achieve their financial goals and enjoy a confident retirement, their team of advisors offers personalized solutions and a one-stop-shop experience.
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