My mission is to get you to Retirement, Through Retirement, and Then pass down Wealth.

Investment Planning 

  • Portfolio design & asset allocation 
  • Diversification strategies 
  • Mutual fund & ETF's positions 

* No investment strategy can guarantee a profit or protect from a loss in a declining market 

Retirement Planning

  • Retirement  
  • Income projections   
  • IRA rollovers             
  • Distribution planning  
  • Annuities                                       

Insurance Planning 

  • Life Insurance analysis and design 
  • Term Life Insurance
  • Buy Sell Agreements 
  • Long Term Care planning
  • Disability planning Income replacement 

Business Planning 

  • Qualified plan design, implementation, and administration 
  • Business succession planning
  • Key employee insurance 
  • Non Qualified retirement plans
  • 401(k), SEP IRA, and SIMPLE IRA planning

Education Planning 

  • 529 college savings plans
  • College needs analysis 
 
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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