Welcome to Floyd Financial Group

Floyd Financial GroupFloyd 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.

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5 Helpful Tax Tips
Navigating Taxes in 2019

The 2018 Tax Cuts and Jobs Act is now official. You may be wondering how the rewritten code will impact exemptions, credits and individual tax rates for the 2019 tax-filing season. There are many factors that can impact whether your taxes will increase under the overhauled tax code. In addition to changes to your tax bracket and deductions (such as the number of dependents), there are other aspects of your overall tax strategy to address.


Listen to the Latest “Show Me The Money” Radio Show

Tune into our “Show Me The Money” Financial Talk Radio Show every Friday at 10am on KWTO – AM560. Listen as Randy shares his thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement.

If you missed last week’s show, then click to below to hear our latest broadcast.