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Frequently Asked Questions

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.

Floyd Financial Group is an independent financial advisory firm and fiduciary. As fiduciaries, we have a legal and moral obligation to put your financial interests and needs first. Our team works together to provide you with strategies and solutions that combine all facets of your retirement life, including Medicaid and Long-term Care, two core retirement areas that are often overlooked by other advisors. Moreover, we believe in educating our clients, which is why we post a blog article to our website each week and offer complimentary educational guides on a variety of financial topics. You can stay up to date with financial news and gain access to our newest blogs and guides by signing up to receive our weekly newsletter.

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It’s easy! Please give us a call at (417) 889-7233 or request an appointment. 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.

Feel free to reach out to us at Floyd Financial for personalized guidance on your financial journey.

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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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