The Wealth Planner

Helping Ordinary People with Extraordinary Resources

Financial planner in Fort Worth, TX (show on map)

The Wealth Planner™ offers personalized, tax-advantaged financial guidance to help clients minimize longevity risk and achieve financial confidence.

Call (817) 877-0717

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About

The Wealth Planner™, led by John Loyd, provides comprehensive financial planning, investment, tax, insurance, and estate planning services. With a focus on retirees, small business owners, windfall winners, and high-income professionals, the firm offers personalized, tax-advantaged guidance to minimize longevity risk and help clients achieve financial confidence. J

ohn's extensive credentials include CFP®, MBA, EA®, and multiple industry designations, reflecting his commitment to excellence and continuous education.

Comprehensive 360-degree financial planning

Specialization in high net-worth clients

Tax-advantaged strategies

Personalized retirement and longevity risk management

Services

Financial Planning

A comprehensive approach to financial planning that includes wealth planning, accumulation, and preservation strategies.

Investment management Tax planning Insurance & risk analysis Estate planning Retirement planning

Investment Services

Professional guidance on investment strategies to grow and preserve wealth.

Tax-efficient investing Risk management Asset allocation Retirement income planning

Retirement Planning

Strategies to ensure financial security and longevity risk mitigation in retirement.

Social Security optimization Pension analysis Income distribution planning Longevity risk management

Tax Planning

Professional tax advice to minimize tax liability and maximize after-tax wealth.

Tax-efficient investment strategies Estate tax planning Business tax planning International tax considerations

Insurance & Risk Analysis

Objective guidance on insurance needs and risk management.

Life insurance planning Disability income insurance Long-term care insurance Risk mitigation strategies

Estate Planning

Strategies to preserve and transfer wealth to future generations.

Will and trust preparation Gifting strategies Charitable planning Probate avoidance

Credentials & Certifications

Certified Financial Planner (CFP®)

Master of Business Administration (MBA)

Enrolled Agent (EA®)

Behavioral Financial Advisor (BFA)

Chartered Retirement Planning Counselor (CRPC)

Accredited Wealth Management Advisor (AWMA®)

IRS Enrolled Agent

Member, National Association of Tax Professionals (NATP)

Frequently Asked Questions

What is longevity risk and why is it important for retirees? +

Longevity risk is the risk of outliving one's financial resources. A 65-year-old married couple has a 92% chance that at least one spouse will reach age 80, and a 57% chance one spouse will reach age 90. The Wealth Planner™ specializes in minimizing this risk through comprehensive retirement planning strategies.

How does The Wealth Planner™ help with Social Security optimization? +

The Wealth Planner™ provides personalized analysis of Social Security claiming strategies to maximize benefits, considering factors such as spousal benefits, delayed retirement credits, and overall retirement income planning.

What distinguishes The Wealth Planner™ from other financial advisory firms? +

The Wealth Planner™ differentiates itself through a comprehensive, 360-degree approach to financial planning, combining investment management, tax planning, insurance, estate planning, and retirement strategies under one roof, tailored to high net-worth clients.