Floyd Financial Group

Floyd Financial Group Floyd Financial Group offers comprehensive financial planning services in Springfield and surrounding areas.

Specializing in retirement planning, estate planning, and investment management, we provide personalized strategies for your financial future. Floyd Financial Group is a full service financial planning firm serving Springfield and surrounding areas. Founded in 2000, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We understand how important it is for you to be able to trust your financial advisor particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisor, and Floyd Financial Group wants to earn that trust.

10/09/2026

If you're 50 or older, check if you're eligible for 401(k) catch-up contributions to increase your retirement savings.

10/02/2026

Consider gifting appreciated assets like stocks to charitable organizations, which may provide tax advantages depending on your individual circumstances.

09/25/2026

Review your annual financial statements to identify areas where you could reduce fees or expenses next year.

09/18/2026

As open enrollment approaches, compare health insurance plans to find the one that meets your needs.

Retirement should be exciting, not boring! 🌟 Explore 10 ways to keep your retirement fulfilling and fun. Read more: http...
09/16/2026

Retirement should be exciting, not boring! 🌟 Explore 10 ways to keep your retirement fulfilling and fun. Read more: https://floydfinancialgroup.com/10-tips-to-avoid-boredom-in-retirement

Many retirees are surprised to find that they feel bored or lonely in retirement, so review these 10 tips to find meaning and avoid boredom in retirement.

09/11/2026

Check your emergency fund. Is it sufficient for your current needs? Adjust savings as needed.

09/04/2026

As part of your year-end financial plan, consider reviewing your investments to assess potential capital gains tax implications.

08/28/2026

Review your charitable giving plan before year-end to see if you want to make additional donations.

Address

1304 W Battlefield Road
Springfield, MO
65807

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 3pm

Telephone

+14178897233

Website

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