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.
As open enrollment approaches, compare health insurance plans to find the one that meets your needs.
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
10 Helpful Strategies 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.
Check your emergency fund. Is it sufficient for your current needs? Adjust savings as needed.
As part of your year-end financial plan, consider reviewing your investments to assess potential capital gains tax implications.
09/02/2026
Ready to grow your wealth? Explore 7 strategies that could potentially enhance your financial portfolio. Read more: https://floydfinancialgroup.com/explore-these-7-strategies-to-grow-your-financial-portfolio
Explore These 7 Strategies to Grow Your Financial Portfolio Explore seven savings strategies to help you plan for retirement savings regardless of what stage of life you are in. Get started now!
Review your charitable giving plan before year-end to see if you want to make additional donations.
08/26/2026
Are you an entrepreneur looking to secure your future? Consider various retirement account options that may align with your financial goals. 💼Read more: https://floydfinancialgroup.com/retirement-account-options-for-entrepreneurs
Six Useful Retirement Account Options for Entrepreneurs An entrepreneur must plan for the future by choosing a retirement plan so learn the specifics of these six common options.
Adjust your investment allocations as you near retirement to balance growth and risk.
08/17/2026
Dreaming of owning a vacation home? 🌴 Make sure your finances align with your goals. Check out our guide to smart vacation home buying. Read more: https://floydfinancialgroup.com/financial-considerations-before-buying-a-vacation-home
Financial Considerations Before Buying a Vacation Home Buying a vacation home requires a lot of time and consideration so before you pull the trigger, consider these financial factors before making your move.
Review short-term savings goals like vacations or home repairs to ensure you're on track.
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Category
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 |