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Our Services


Life events such as purchasing a new home, parenting a child, gaining a new job, starting a new business, and so forth, will bring particular challenges and rewards that require dedicated financial planning. And, as you grow, as you earn, as your family expands, your short-term, mid-term, and long-term goals/needs may change.

We can help evaluate financial opportunities, identify short-comings and blind spots, and make your financial life less stressful with easy-to-understand solutions that work toward your objectives.


Retirement planning is the various solutions that align to create a robust source of retirement income. Most retiree’s biggest fear is a rapidly dwindling source of income. Due to things like taxes, longer life expectancies, market volatility, and inflation, the next generation of retirees faces a real risk of outliving their money.

Common solutions can include annuities, cash value life insurance, certain investments, and asset maximization strategies. Maximizing your income from your retirement portfolio requires precise planning and execution to help control the quality of life in retirement.


Longtermcare.gov estimates, on average, 70% of those turning age 65 can expect to need some form of long-term care.

Elder care planning is the act of planning ahead so that life’s transitions are as smooth as they can possibly be. Even if you have not planned ahead, there are many techniques we can use to lessen or eliminate the burden on your financial assets.

Paying for the care you need can be one or a mixture of methods such as private pay, long term care insurance, VA aid and attendance or vendor Medicaid. Floyd Financial Group will help determine if these methods are right for you and your family.


A good investment can help secure retirement or grow a source of funds for emergencies, vacations, college, and other life goals. But there are so many options, how do you choose the right investments? How do you make sure your investments stay on track to achieve your goals? That’s where we come in. Your investment strategy should work in concert with your other financial goals.

No matter what your goals are, we are here to guide your assets to their full potential. With expertise, knowledge, and experience, we manage your investments so that you don’t have to.


The investment process is one of the most important aspects of your overall financial plan.

We believe in using a tactical asset management approach to eliminate making emotional investment decisions that can have an adverse effect on your portfolio returns. However, we want you to maintain control of your money at all times.


Estate planning is the process of establishing how assets will be transferred upon death. While the central idea behind estate planning can be simple, the strategies employed can be complex, depending on the asset types and how these assets are taxed.

The earlier you explore your options, the better you will be positioned to leave a maximum legacy to your heirs. Through Floyd Financial Group you have access to dedicated, caring professionals to guide you through your estate planning solutions.

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