Frequently Asked Questions
What types of clients do you typically work with?
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.
What is the Five-Step Process?
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.
Who will be my main point of contact at Floyd Financial Group?
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.
How do I know I can trust Floyd Financial Group?
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.
What types of clients do you typically work with?
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.
