At Floyd Financial Group, we specialize in helping individuals and families plan their ideal retirement. Our goal is to assist you with protecting and growing your assets, so you will have financial peace of mind during retirement. We provide comprehensive financial planning services to several types of clients within the Springfield, Missouri area: new retirees, pre-retirees, new parents, small business owners, families with college-age students, and veterans.

The Five-Step Process is a financial process that takes into consideration your financial needs while in retirement. The core categories of our process are discovery, analysis, planning, implementation, and review. Our process addresses five core pillars of financial planning: Income Planning, Investment Planning, Tax Planning, Healthcare Planning and Estate Planning. During this Five-Step Process we will work with you to assess your current financial situation, and together develop a durable plan that will address these core areas so that you may retire comfortably.

Your go-to people for any financial questions will be Randy and Jake Floyd. Together, they have over 36 years of knowledge in financial planning and wealth management, guiding clients towards their ideal retirement. Additionally, we take a comprehensive approach to helping you plan your retirement, which is why we also have licensed healthcare and legal specialists on staff. Our business is built on close client relationships, and we strive to be a helpful resource, no matter your stage of life.

It’s easy! Please give us a call at (417) 889-7233 or request an appointment by clicking here. We will then reach out to you to schedule a time to set up an introductory meeting. This introductory meeting will be 60 minutes, where we will review your current financial plan and goals. This meeting can be held over the phone or in-person at our Springfield office.