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.
A Seasonal Guide to Estate Planning Updates and Considerations for Education Savings As nature awakens from its winter slumber, spring emerges as a symbol of renewal and new
Maximizing Educational Savings with Informed Planning In the journey of educational savings, navigating through options like 529 plans requires a blend of strategic thinking and financial savvy. Understanding the best
Optimizing Your Retirement Income through Tax-Aware Withdrawal Strategies The golden years of retirement bring the promise of relaxation and the opportunity to enjoy the fruits of years of
Crafting a Personalized Retirement Income Stream with a Defined Benefit Approach Retirement planning probably looks much different for you than it did for your parents or
Strategic Financial Planning for Lowering Tax Liabilities on Your Benefits Navigating retirement finances requires a balance between income and taxation, especially concerning Social Security benefits. Although many retirees
Strategies for Enhancing After-Tax Returns and Nurturing Wealth Growth In the realm of investing, understanding the balance between portfolio growth and tax efficiency is crucial. In fact, smart investment tax
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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!
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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?
