#KEEPITSIMPLE
  • Home
  • Services
    • Financial Planning
    • Investments
    • Life Insurance
    • 529 College Savings Plan
    • Tax Preparation
  • About
  • Contact
​
PictureProtect those who matter most
Life Insurance: Addressing the Certainty of Uncertainty 

We feel risk management is not about the probability of an event happening; it is about the financial and emotional consequences to you and your family if it does.

Our Risk Management and Insurance team helps determine which policies may best suit your needs by reviewing your current insurance policies and making sure they’re up-to-date in terms of coverage, consistency and your particular situation. We’ll comparison shop various carriers to determine which policy provides the most value, based on carrier rating, product features, cost and your needs.


Having Life Insurance is one way to pass down wealth.  Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. We'll help answer:
​
  • How much life insurance do I need?
  • How much will life insurance cost?
  • What is the difference between term and permanent life?
  • Should I buy term or permanent life insurance?
  • Should I buy long term care coverage?
  • How much home and automobile coverage do I need?



                             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 through the lens of Cityswift
  • Home
  • Services
    • Financial Planning
    • Investments
    • Life Insurance
    • 529 College Savings Plan
    • Tax Preparation
  • About
  • Contact