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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 Medicaid and Long-term Care planning, ensuring comprehensive support for our clients.
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Strategize Today for a Stronger Tomorrow
Step confidently into the future of financial planning. Our dedicated team designs personalized strategies to help you maximize your wealth growth, safeguard your assets, and build a retirement plan that aligns with your individual aspirations.
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Navigate Your Journey with Confidence
Chart your financial course with clarity and determination. Whether it's wealth accumulation or retirement planning, Floyd Financial Group stands by your side as your unwavering ally in achieving lasting financial security.
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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, unbiased advice. 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 expert perspectives on financial management. We’re dedicated to enhancing your financial well-being through education and informed decision-making.

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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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Discover strategies for utilizing catch-up contributions to enhance your retirement savings after 50, building a more secure financial future.
Making the Most of Catch-Up Contributions in Your 50s and Beyond

Making the Most of Catch-Up Contributions in Your 50s and Beyond

Strategic Savings Enhancements for Pre-Retirees: Unlocking the Power of Catch-Up Contributions Reaching your 50s marks a critical period in the retirement planning process, highlighting the importance of assessing

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Discover strategies for selecting annuities for your retirement plan, covering fixed, variable, and indexed options to support a stable income in later years.
Navigating the World of Annuities for a Confident Retirement

Navigating the World of Annuities for a Confident Retirement

Strategic Insights into Selecting Annuities for Your Retirement Income Plan The journey to a fulfilling retirement is paved with careful planning and informed decisions, particularly when it comes

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Explore essential tips for conducting a mid-year investment portfolio review, helping your investments stay aligned with your evolving financial objectives.
Reviewing and Updating Your Investment Profile: A Mid-Year Must-Do

Reviewing and Updating Your Investment Profile: A Mid-Year Must-Do

Strategies for Aligning Your Portfolio with Your Evolving Financial Goals As we pivot into the second half of the year, it’s a crucial moment for investors to pause and assess

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Discover key steps in our mid-year financial checklist to keep your financial goals on track and navigate the rest of the year with confidence.
The Mid-Year Financial Checklist: Keeping Your Goals on Track

The Mid-Year Financial Checklist: Keeping Your Goals on Track

Strategies for a Financial Health Check-Up Reaching the midpoint of the year offers a strategic pause in our financial journey – an essential checkpoint for those aiming to navigate their

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05-2023-EG-A3-FI02-Wealth-Management-Strategies-for-High-Net-Worth-Individuals-and-Families-1
Tax-Efficient Estate Planning Tips for High-Net-Worth Families

Tax-Efficient Estate Planning Tips for High-Net-Worth Families

Strategies to Preserve More of Your Wealth Estate planning can be complex, both from a legal and financial perspective, as well as a personal one. Thinking about the

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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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READ OUR LATEST GUIDE

Simplifying Social Security and Optimizing Retirement Benefits

Your Guide to Social Security: Discover how to optimize benefits and make smart retirement decisions. Download expert tips now!

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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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Take the First Step Towards Your Goals
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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We’re excited to introduce our brand new website, crafted to enhance your financial journey. Dive into our updated features and resources to see how we can support you in achieving your goals.

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