Chase R. Floyd
“I want to play an important role in helping you achieve your life goals.”
I understand the important role a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, I can provide:
Lifetime needs analysis
I develop long-term working relationships with clients, providing financial solutions as they progress through their careers into retirement. As you approach retirement, I will provide retirement estimates and counseling to help you maximize your benefits and flexibility.
Personalized strategies and solutions designed to help achieve your financial goals
I take pride in listening to my clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, I will be there to help.
Objective investment and risk management advice
This client-centered approach to investment planning can help you assemble a diversified portfolio including insurance and risk management strategies designed to help meet your unique needs.
- Personalized Financial Planning
- Retirement Planning
- 401(k) & 403(b) Plans
- Roth IRA, Traditional IRA
- SIMPLE IRA & SEP IRA
- Lump Sum Rollovers
- Mutual Funds
- Annuities (fixed & Variable)
- Education Planning
- 529 College Savings Plan
- Coverdell Education Savings Account
- Long-Term Care
I attended The University of Texas at Tyler and earned a BA in Finance.