Welcome to Floyd Financial Group
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 combined 37 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 understand how it connects with your overall retirement goals.
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Read Our Latest Guide!
After a tumultuous 2022, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact whether your taxes will increase and whether you need to rethink your tax strategy.
We believe it’s important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.
While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.
Listen to the Latest “Show Me The Money” Radio Show
Tune into our “Show Me The Money” Financial Talk Radio Show every Saturday at 11 am on 104.1 KSGF – FM. 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.