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

  • 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

  • May 2016

    May Market Update

    April 2016

    March Market Update

    March 2016

    March Market Update

Register For An Upcoming Event

Dinner Event

Held at The Fish Market

November 1st or 10th | 5:30PM

Rejuvenate Your Retirement

Sponsored by Drake State

November 3rd & 10th from 1PM – 3PM

Retirement Planning Today

Held at Calhoun- Decatur

November 3rd & 10th | 5:30PM – 8:30PM
November 7th & 14th | 5:30PM – 8:30PM
(these are 2 session courses)

Social Security Planning

Held at UAH

November 15 or 17 at 6PM

Dinner Event

Dinner held at Grille 29

November 30th or December 5th | 5:30PM

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

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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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