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Phoenix Financial Advisor
                                                                                           #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. 
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Phoenix Financial Advisor
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.

FINANCIAL SERVICES


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Financial Planning 

  • A detailed road-map to your financial life 
  • Complete context to your financial decisions 
  • Quarterly client service meetings ​
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Investment Management

  • No investment minimums 
  • Disciplined and diversified strategies tailored to your specific goals 
  • Actively managed
  • Low cost approach with transparent fees ​​
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Insurance

  • Term Life Insurance  
  • Disability insurance
  • Long-Term care insurance ​​

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Chase Floyd Financial Advisor Phoenix

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. 
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                                                      Frequently Asked Questions

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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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Floyd Financial Services LLC ("Floyd") is a registered investment advisor ("RIA") located in the State of Texas. Floyd provides investment management and financial planning services for clients in Texas and other States. Chase Floyd, President of Floyd, is also a licensed insurance agent.  Floyd will register and maintain all applicable licenses as required by the various states in which Floyd conducts business, as applicable. Floyd renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
 
This web site is intended to provide general information about Floyd. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.
 
Floyd will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and available upon request. You may also obtain a copy on the SEC website at http://adviserinfo.sec.gov. 

Contact
(602) 380.3182
Chase@FloydFS.com

Phoenix Office 
3920 E. Indian School Rd.
Suite 8
Phoenix,AZ 85018 



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