General Info

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.