Our Mission

Cloud Investments, LLC, is a comprehensive, planning-first financial services firm that serves as a go-to retirement resource for the community. We provide education and services for investments, income, retirement and financial planning strategies with an independent perspective and fiduciary care to those at and near retirement.

We hold educational workshops every month on relevant topics such as Social Security, Legacy Planning and more.
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Our Services

Income Planning

Tax Planning

Investment Management

Social Security Maximization

Legacy Planning

Learning Library

  • Social Security Maximization


    Writing Your Retirement


    Beneficiary Review


  • Empowering Women


    Facts of Life


    Rule of 100


Monthly Market Update

  • WHNT Interview with Don Cloud


    August 2016

    August Market Update

    July 2016

    May Market Update

  • June 2016

    May Market Update

    May 2016

    May Market Update

    April 2016

    March Market Update

  • March 2016

    March Market Update

    January 2016

    December Market Update

Register For An Upcoming Event

Rejuvenate Your Retirement

Held at University of Alabama Gadsden Center
Downtown Campus
121 N 1st St | Gadsden, AL 35901

Thursdays, September 29 & October 6 | 1:00PM – 3:00PM
(this is a 2 session course)

Empowering Women

Dinner Held at The Magnolia Room
216 Moulton St E | Decatur, AL 35601

Thursdays, September 22 or 29 at 5:30PM

Retirement Outlook for 2016

Dinner held at Grille 29
445 Providence Main St NW #101 | Huntsville, AL 35806

Tuesday, September 20 or Thursday, September 22 at 5:30pm

Retirement Planning Today

Sponsored by Drake State Community & Technical College
228 East Homles Ave | Huntsville, AL 35801

Mondays, October 10th & 17th | 5:30PM – 8:30PM
Tuesdays, October 18th & 25th | 5:30PM – 8:30PM
(these are 2 session courses)

Retirement Planning Today

Held at Northwest-Shoals Community College
Muscle Shoals Campus
800 George Wallave Blvd | Muscle Shoals, AL 35661

Wednesdays, October 12th & 19th | 5:30PM – 8:30PM
Thursdays, October 13th & 20th | 5:30PM – 8:30PM
(these are 2 session courses)

Retire Now – Simple Solutions for Retirement

held at Bonefish Grill
4800 Whitesburg Dr S | Huntsville, AL 35802

Thursday, October 13th or Tuesday, October 18th at 5:30pm
Dinner Event

The Cloud Financial Team

Charlie Harriman, CEP®
Financial Advisor

About Charlie

Don Cloud
President, Chief Investment Advisor

About Don

Lauren Borden
Licensed Client Relations Manager

About Lauren 

Germi Cloud, NSSA
Financial Advisor

About Germi 

Susie McCullough

About Susie

Denise Cloud
Vice President

About Denise

Tara Huffines
Marketing Director

About Tara

Shannon Sanders
Administrative Assistant

About Shannon



205 Seminary St
Suite 224
Florence, AL 35630

View map and directions


809 Shoney Drive
Suite 203
Huntsville, AL 35801

View map and directions


750 Forrest Ave
Gadsden, AL 35901

View map and directions

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