Floyd Financial Group

Floyd Financial Group

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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.

10/30/2026

Set an annual financial audit day to review your accounts, progress, and savings strategy.

10/28/2026

Why should women prioritize long-term care planning? Explore 5 key reasons to consider for your future planning. Read more: https://floydfinancialgroup.com/5-reasons-women-should-plan-for-long-term-care

floydfinancialgroup.com

10/23/2026

Consider pre-paying bills like property taxes if it aligns with your overall tax plan.

10/16/2026

Evaluate your housing situation. Is refinancing, downsizing, or another change right for your financial goals?

Fortify Your Emergency Preparedness and Financial Security 10/14/2026

Preparedness is key! 🔑 Take these 7 steps to ensure your financial independence during emergencies. Read more: https://floydfinancialgroup.com/emergency-preparedness-and-financial-security-7-steps-to-take-today

Fortify Your Emergency Preparedness and Financial Security Try these seven steps to enhance your emergency preparedness and financial security so you can be ready to tackle any unexpected challenges.

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.

09/30/2026

Estate planning starts with the right questions. Ask yourself these 3 crucial questions to start planning today. Read more: https://floydfinancialgroup.com/begin-estate-planning-by-asking-yourself-these-three-questions

floydfinancialgroup.com

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.

Telephone

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

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