#KEEPITSIMPLE
  • Home
  • Services
    • Financial Planning
    • Investments
    • Life Insurance
    • 529 College Savings Plan
  • About
  • Contact

Helping You Build A Better Financial Future

Financial Planning

Financial Planning is the reality check you need!

If you fail to plan, you plan to fail. Without a plan, it is unlikely you will achieve your financial goals. We help our clients design a path to financial success. Furthermore, we ensure our client families stick to their plan, so that they can enjoy their hard earned success. Your financial advisor should be someone you can call on at any time and not worry if they will take your call or not or how much it will cost you.


The Financial Plan is a living document to help guide you towards your financial, retirement, and life goals. You are living a once in a lifetime experience, so why should your financial plan be any different. We will create a completely customized plan for your specific situation.

Your plan involves establishing goals for your future; gathering information and evaluating all aspects of your current financial situation; and developing, implementing and adjusting that plan over the lifetime of our professional relationship. Among the many areas we cover in the financial planning process are:
​
Our process can cover, but is not limited to, the following topics:
  • Cash Flow Analysis
  • Combining Finances For Couples
  • Analyzing Employee Benefits Packages
  • Incentive Stock Option (ISO) and Restricted Stock Unit (RSU) Analysis
  • Spending Plans and Budgeting
  • Debt Management
  • Home Purchase and Selling Decisions
  • Insurance Needs Evaluation
  • Student Loan and Education Funding
  • Business Coaching and Development
  • Short and Long Term Goal Development
  • Negotiating Auto Purchase
  • Tax Strategies
  • Retirement Income Planning
  • Estate Planning
  • Charitable Planning
​
The cost of a Financial plan is $500 to $3,000 depending on the complexity of your financial situation. The financial plan is a living document and will need to be updated as life changes. 

                               Take The First Step - Schedule Your Complimentary Initial Consultation Today!
​
book a free consultation
Schedule time with me
 
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 



​
Photo used under Creative Commons from Simon_sees
  • Home
  • Services
    • Financial Planning
    • Investments
    • Life Insurance
    • 529 College Savings Plan
  • About
  • Contact