Strength. Beauty. Value. Species Products That Perform.
Experienced Guidance for Secure Retirement and Financial Planning
Floyd Financial Group stands out as a leading independent Registered Investment Advisory firm right here in Springfield, Missouri. For over 37 years, we have helped hundreds of clients navigate the complexities of financial planning and achieve their diverse financial goals.
What Sets Us Apart?
Our team's expertise surpasses the conventional. While most firms focus on traditional planning areas, we delve deeper, offering comprehensive guidance on vital aspects often ignored by others:
- Medicaid and Long-Term Care Planning: We specialize in navigating these crucial aspects of financial planning, ensuring your later years are secure.
- Tax Diversification: We guide clients in optimizing their retirement plans through diverse investment options, minimizing unnecessary tax burdens.
- Comprehensive Expertise: Our services cover every stage of your financial journey, from initial savings strategies to estate planning and wealth preservation.
Financial Planning
- Goal-setting and financial analysis
- Retirement planning and investment guidance
- Estate planning and risk management
- Comprehensive wealth management
Retirement Planning
- Defined contribution plans optimization
- Investment portfolio review and analysis
- Tax-efficient strategies for retirement growth
- Planning for a seamless transition into retirement
Elder Care Planning
- Understanding Medicaid eligibility and planning strategies
- Assisted living and long-term care options analysis
- Protecting assets and maximizing benefits
Investment Management
- Tailored investment strategies based on individual goals and risk tolerance
- Diversification across asset classes for optimal performance
- Regular performance review and portfolio adjustments
Asset Management
- Comprehensive wealth management for high-net-worth individuals
- Customized investment strategies aligned with personal financial objectives
- Ongoing management and reporting for peace of mind
Estate Planning
- Creating legally-binding estate documents such as wills and trusts
- Addressing potential estate tax liabilities
- Ensuring your financial wishes are clearly documented
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