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Free Retirement Assessment 

In your free retirement assessment, we will show you specific steps you can take to improve your retirement success, optimize your investments, and lower your taxes. 

Your Free Retirement Assessment 

A 3-step process showing how you can improve retirement success and lower your tax bill.

Step #1  Schedule 15- Min Call
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. You can provide us with a brief overview of your financial situation and your goals. We will provide you with a brief overview of the firm. No Pressure. if it sounds like we might be a good fit, we can move on to Step #2.

Step # 2 Initial Meeting
During this one- hour meeting, either in our office or virtually via video conference, we will discuss your financial situation, concerns you have, and concerns.

Step # 3 Review Assessment 
We will explain exactly what you can do to improve your retirement plan, lower taxes and optimize your investments.

Remember!

At the end of this process, we are looking for long-term relationships, not a quick transaction. There is never a hard-sell or pressure to say "yes". 
Free Initial Consultation 

Serving individuals, families and businesses in Phoenix, Houston, and nationwide. 

Meet with Chase Floyd, an investment advisor in the way that works best for you. We will review your financial situation and build a plan to help you pursue your financial goals. 








Investment advisory services offered through The Investment Chase LLC., a registered investment advisor 
DISCLOSURES 

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Based in Phoenix, AZ

Phone 

(602) 380.3182
Email
Chase@FloydFS.com





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  • Home
  • Services
    • Financial Planning
    • Investments
    • The Insurance Chase
    • 529 College Savings Plan
    • Tax Preparation
  • Meet Chase
  • Contact
  • Blog