Our Mission

Through in-depth education, customized financial planning and undivided advisor attention, Cloud Financial will help you make the right financial decisions with the goal of putting you in position to meet your income and wealth needs in order to live comfortably in your retirement years.

We hold educational workshops every month on relevant topics such as Social Security, Legacy Planning and more.
Scroll down to register today!

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Learn more about your retirement options

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Our Services

Income Planning

Tax Planning

Investment Management

Social Security Maximization

Legacy Planning

Learning Library

  • Social Security Maximization

    Social-Security-Maximization

    Writing Your Retirement

    Writing-Your-Retirement

    Beneficiary Review

    Beneficiary-Review

  • Empowering Women

    Empowering-Women

    Facts of Life

    Facts-of-Life

    Rule of 100

    Rule-of-100

Monthly 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

Halftime Report

The Jackson Center
6001 Moquin Drive NW | Huntsville, AL 35806

Friday, July 29th | 11:00AM


Halftime Report

The Jackson Center
6001 Moquin Drive NW | Huntsville, AL 35806

Friday, July 29th | 5:30PM


The Fish Market: Dinner Event
1504 Rainbow Dr | Gadsden, AL 35901

Tuesday, August 2nd at 5:30PM


Retirement Planning Today

Held at Calhoun Community College- Decatur
6250 U.S. 31 | Tanner, AL 35671

Tuesdays, August 2 & 9 from 5:30PM to 8:30PM
(this is a 2 session course)


The Fish Market: Dinner Event
1504 Rainbow Dr | Gadsden, AL 35901

Tuesday, August 9th at 5:30PM


Maximize Your Social Security Planning Event

Held at Northwest Shoals Community College
800 George Wallace Blvd | Muscle Shoals, AL 35661

Thursdays, August 11 or 23 at 5:30PM


Retirement Planning Today

Held at Calhoun Community College- Decatur
6250 U.S. 31 | Tanner, AL 35671

Tuesdays, August 16 & 23 from 5:30PM to 8:30PM
(this is a 2 session course)


Navigating Your Retirement Event

Bonefish Grill: Dinner Event
4800 Whitesburg Dr S | Huntsville, AL 35802

Tuesday, August 16th at 5:30PM


Navigating Your Retirement Event

Bonefish Grill: Dinner Event
4800 Whitesburg Dr S | Huntsville, AL 35802

Tuesday, August 23rd at 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
Administrator

About Susie

Denise Cloud
Vice President

About Denise

Tara Huffines
Marketing Director

About Tara

Shannon Sanders
Administrative Assistant

About Shannon

LET'S CONNECT

Florence

205 Seminary St
Suite 224
Florence, AL 35630

View map and directions

Huntsville

809 Shoney Drive
Suite 203
Huntsville, AL 35801

View map and directions

Gadsden

750 Forrest Ave
Gadsden, AL 35901
.

View map and directions

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