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

  • August 2017

    August Market Update

    July 2017

    May 2017

    April Market Update

  • April 2017

    April Market Update

    March 2017

    March Market Update

    February 2017

    March Market Update

  • January 2017

    January Market Update

    December 2016

    December Market Update

    October 2016

    August Market Update

  • September 2016

    December Market Update

    WHNT Interview with Don Cloud


    August 2016

    August Market Update

  • July 2016

    May Market Update

    June 2016

    May Market Update

Register For An Upcoming Event

Retirement Outlook for 2017

Retirement Outlook for 2017

Schedule Now!

There are no upcoming events at this time.
Please check back again soon.

Schedule Now!

Retirement Planning Today 2- day Workshop

Tuesdays September 12th & 19th, 2017 6:00 PM

Drake State Community & Technical College

Workshop Fee – $49

The Cloud Financial Team

Don Cloud

About Don

Denise Cloud
Vice President

About Denise

Germi Cloud, NSSA
Financial Planner

About Germi 

Charlie Harriman, CEP®
Chief Compliance Officer, Financial Planner

About Charlie

Lauren Borden
Financial Planner

About Lauren 

Susie McCullough

About Susie

Shannon James
Client Relationship Manager

About Shannon

Liza Schwieterman
Event Coordinator

About Liza

Pat Forester
Administrative Assistant

About Pat 



623 South Seminary St
Suite 103
Florence, AL 35630

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809 Shoney Drive
Suite 203
Huntsville, AL 35801

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750 Forrest Ave
Gadsden, AL 35901

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