Floyd Financial Group is an independent Registered Investment Advisory Firm right here in Springfield, MO. And, we have helped hundreds of clients achieve their financial goals. Beyond our 16 years of experience, we are distinguished from other advisory firms in a number of ways. First, we offer a comprehensive range of services designed to help individuals in whatever planning stage they are in—whether it’s just beginning to save to transitioning into retirement. Second, we specialize in many areas other firms overlook, such as Medicaid and Long-term Care planning. This allows us the breadth and depth to service our clients fully.
We know your money represents much more than its dollar amount. It is a college education, a long-lasting retirement, a dream vacation, or a financial legacy to the next generation. Our investment policy is to seek opportunities that allow you to accumulate income toward your goals while minimizing unnecessary risk and taxation. Whatever investment recommendations we make, we will ensure you have a clear understanding of the strategy and know how connects with your overall retirement goals.