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Empower Your Financial Future

We offer a comprehensive range of services tailored to individuals at any planning stage, from early savings to retirement transition, and specialize in often overlooked areas like Long-term Care planning, ensuring comprehensive support for our clients.

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Welcome to Floyd Financial Group

Full-service financial planning firm serving Springfield and the surrounding area.

At Floyd Financial Group, we’re not just your typical financial firm. Since 2002, right here in Springfield, MO, we’ve been helping folks like you achieve their financial dreams with personalized advice – aimed at keeping our clients’ interests front and center. With a wealth of experience totaling over 37 years, our tight-knit team is dedicated to providing you with tailored services, no matter where you are in your financial journey.

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Our business is built on relationships. As such, we focus on providing proven strategies, superior care, and knowledgeable solutions. Our comprehensive solutions allow us to be a helpful resource, no matter your stage of life or life event you are experiencing.

Tailored Solutions for Your Financial Goals

We offer a holistic approach to financial planning, addressing both short-term needs and long-term aspirations.

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Financial Planning

Tailored strategies to meet your short and long-term financial goals, providing clarity and direction for your financial future.
Financial Services

Retirement Planning

Customized plans to secure your retirement, ensuring financial independence and peace of mind during your golden years.
Retirement Services

Elder Care Planning

Compassionate guidance to navigate the complexities of elder care, preserving assets and ensuring quality of life in the long-term
Elder Care Services

Investment Management

Experienced portfolio management to optimize returns and minimize risks, tailored to your financial objectives and risk tolerance.
Investment Services

Asset Management

Proactive oversight and strategic management of your assets, maximizing growth potential and safeguarding your wealth.
Asset Services

Estate Planning

Comprehensive solutions to protect and distribute your assets according to your wishes, minimizing taxes and ensuring a smooth transition for your heirs.
Estate Services
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Educational Resources

Discover our blog for insightful articles, practical advice, and fresh perspectives on financial management. We’re dedicated to enhancing your financial well-being through education and informed decision-making.

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Discover the benefits of charitable remainder trusts in balancing retirement income and philanthropic goals.
Balancing Philanthropy and Income: The CRT Guide

Balancing Philanthropy and Income: The CRT Guide

A Strategic Approach to Merging Financial Security with Charitable Giving For those looking to blend philanthropy with income generation, particularly in retirement, Charitable Remainder Trusts (CRTs) offer a compelling solution.

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Explore how engaging in philanthropy in retirement can enrich your life, provide a sense of purpose, and help make a meaningful difference.
Philanthropy in Retirement: Finding Fulfillment in Giving Back

Philanthropy in Retirement: Finding Fulfillment in Giving Back

Enriching Your Golden Years Through Purposeful Giving Retirement is not just an end to a career. It can also be the beginning of a phase filled with opportunities to give

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Discover the benefits of Health Savings Accounts (HSAs) for retirement: tax savings, investment potential, and healthcare cost management.
The Overlooked Retirement Powerhouse: Health Savings Accounts

The Overlooked Retirement Powerhouse: Health Savings Accounts

Maximizing Retirement Readiness with Health Savings Accounts: A Strategic Approach The journey to the retirement you dream of is paved with various financial planning tools, each offering unique

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Dive into the critical aspects of long-term care insurance for those over 50, understanding its impact on retirement planning and financial stability.
Long-Term Care Insurance: Is It Worth It for Those Over 50?

Long-Term Care Insurance: Is It Worth It for Those Over 50?

Considerations for Evaluating Your Long-Term Financial Security Transitioning into the later stages of life brings about a heightened focus on financial security and well-being. One critical aspect of this planning

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Discover how delaying Social Security benefits may lead to higher monthly payments and a more comfortable retirement.
Why Waiting on Social Security Pays Off

Why Waiting on Social Security Pays Off

Maximizing Retirement Benefits: The Strategic Value of Delaying Your Claim As retirement approaches, one of the pivotal decisions facing Americans is when to start receiving Social Security benefits. While the

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Discover a potential option for passive income from real estate in retirement, learning investment types and strategies you might consider.
Passive Income from Real Estate in Your Golden Years

Passive Income from Real Estate in Your Golden Years

Strategies for Building a Sustainable Income Stream Through Real Estate Investments Transitioning into retirement often prompts a reassessment of financial strategies in order to lay the groundwork for a stable

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Show Me The Money Radio

hosted by Randy and Jake Floyd

Listen as Randy and Jake share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Just click on any of the shows below to listen on-demand, or tune in every Saturday morning on KSGF!

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What to Consider In Your Charitable Giving Plan
READ OUR LATEST GUIDE

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

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Still have questions?

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Unlock Your Financial Potential
As a dedicated family company with deep roots in the community, Floyd Financial Group brings years of expertise and care to your financial journey. Get started today!
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Start building your brighter financial future now. Explore our services and take the first step towards financial success!
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Empower Your Financial Independence
Our holistic approach and personalized guidance empower you to achieve lasting financial success. Whether you're planning for retirement, building a nest egg, or protecting your assets, we're here to help.
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Disclosure: All written content on this site is for information purposes only. Opinions expressed herein are solely those of Floyd Financial Group, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Floyd Financial Group, a Registered Investment Advisor with the SEC. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Missouri and Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Floyd Financial Group. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Floyd Financial Group, nor any agency, officer, or employee of Floyd Financial Group, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

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