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You have a lot on your plate. There are high expectations for you at work. You may have children you are chasing around to this event and that. You may have children you are chasing around to this event and that. You may also be dealing with aging parents. One thing is for sure- you are short on time!




                                                                                                  
                                              We can help you with:
  • Creating a spending plan
  • Debt repayment strategies 
  • Navigating your employee benefits 
  • Finding ways to increase your income 
  • Saving for goals 
  • home or other real estate purchases 
  • Figuring out what and how much insurance you may need
  • Choosing investments both in and outside of our employer sponsored retirement plan
  • Saving for children's education 
  • Ensuring you and your relatives have your bases covered when it comes to wills. trust health care directives, etc...
  • Strategies to assist aging relatives 
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