#KEEPITSIMPLE
PHOENIX FINANCIAL ADVISOR
Floyd Financial Services, LLC is an independent, Registered Investment Advisor (RIA) firm that equips our clients with the tools they need to approach today's reality for long-term financial success. We aim to better serve generations that need financial planning the most.
You are living a once in a lifetime experience and our financial and investment plans are tailored to each client.
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We build investment portfolios based on fundamental analysis and take a long term approach rather than the “hot” investment of the week.
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Our service doesn’t stop once we create your financial plan - it is just beginning. We help clients implement their plan and adjust the plan as life happens.
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We meet with you on a regular basis in person, by phone, email, or virtually - whichever is most convenient to you.
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FINANCIAL SERVICES
Financial Planning
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Investment Management
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Insurance
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CHASE R. FLOYD Financial Advisor | President |
Meet the Phoenix based Financial expert who leads high-powered, hard working professionals to even greater financial success.
Floyd Financial Services and Chase Floyd provides financial planning, investment management, and insurance services in Phoenix, AZ. Floyd Financial Services serves clients as a fiduciary. Chase is paid a flat fee for the development of a financial plan, Assets under management, and for life insurances services. |
Frequently Asked Questions
Who is your typical client? - I work mostly with young professionals (Millennial's), generation X, small business owners, families and the Middle class.
Who would not be a good fit?- If you are not ready to get serious about our personal finances, yo uwill not be a good fit. I will not be able to serve you the way m clients deserve and expect to be served.
Am I required to meet with you in person?- No- while meeting in person is preferable because I want to show off my office located in Arcadia on Indian school, I understand it isn't always the most convenient way to communicate. I utilize ZOOM for virtual meetings and I am always available to take or return your phone call.
How do you approach working with clients?- My approach with clients is that you are having a once in a lifetime experience. No one else has ever experienced what you have. So your financial plan should reflect that and be a customized solution only for you. I have a hands on approach and want to make sure my clients understand their plan, the course of action, and what the expected results should be.
Do you manage investments?- Yes, I do manage investments for clients. I have a team of portfolio consultants who tailor each portfolio to my clients specific needs.
Do you have an account minimum requirement?- No, I do not have an account minimum. I want to encourage people to get started with investing even if they only have $100 to start with. I created Floyd Financial Services to help as many people as possible, and having an account minimum requirement goes directly against my mission.
Who is your typical client? - I work mostly with young professionals (Millennial's), generation X, small business owners, families and the Middle class.
Who would not be a good fit?- If you are not ready to get serious about our personal finances, yo uwill not be a good fit. I will not be able to serve you the way m clients deserve and expect to be served.
Am I required to meet with you in person?- No- while meeting in person is preferable because I want to show off my office located in Arcadia on Indian school, I understand it isn't always the most convenient way to communicate. I utilize ZOOM for virtual meetings and I am always available to take or return your phone call.
How do you approach working with clients?- My approach with clients is that you are having a once in a lifetime experience. No one else has ever experienced what you have. So your financial plan should reflect that and be a customized solution only for you. I have a hands on approach and want to make sure my clients understand their plan, the course of action, and what the expected results should be.
Do you manage investments?- Yes, I do manage investments for clients. I have a team of portfolio consultants who tailor each portfolio to my clients specific needs.
Do you have an account minimum requirement?- No, I do not have an account minimum. I want to encourage people to get started with investing even if they only have $100 to start with. I created Floyd Financial Services to help as many people as possible, and having an account minimum requirement goes directly against my mission.
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