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.
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.
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.
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.
Planning for retirement doesn’t stop once you leave the workforce. One of the most important, and often overlooked, aspects of maintaining financial stability in retirement is tax management. Without a
Transitioning into retirement brings a welcome change of pace—but it also requires careful financial adjustments. Without a regular paycheck, many retirees ask the same important question: how do I maintain
After decades of saving and building a financial foundation, retirement shifts the focus from accumulation to distribution. The question becomes: how do you draw income from your assets in a
No one likes to imagine a time when they may need assistance with daily tasks, but as we grow older, the possibility of requiring long-term care becomes more
Caring for an aging parent or loved one can be emotionally and financially challenging. Often, families are left making major decisions quickly and under pressure, adding stress to an already
Investing is often thought of as a set-it-and-forget-it process, but over time, even the most carefully built portfolio can drift from its original purpose. That’s where portfolio rebalancing comes in.
TUNE INTO
Show Me The Money Radio
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!
READ OUR LATEST GUIDE
Making the Transition to Retired Life
After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.
Still have questions?
