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It’s true, there are tax implications to nearly every financial decision we make. But that doesn’t mean you should let tax considerations steer you off course.
Strategies to mitigate your tax liability are often most effective when implemented before a taxable event occurs. Our ongoing partnership with clients helps us identify potential tax considerations – and opportunities – along the way.
Our tax planning strategies are designed to complement and reinforce your overall financial blueprint. While our approach centers around preserving and growing your wealth, we are not taxation specialists or accountants. As such, we may partner with your tax advisor on complex planning activities.
Tax Planning Services
  • Roth IRA conversion analysis
  • Tax implications of exercising and liquidating stock options and equity compensation such as ISOs, NQSOs, and RSUs
  • Charitable giving
  • Strategies to reduce taxable income
  • Tax-efficient investments
  • Inheritance
  • Diversification benefits of tax-deferred and taxable assets
  • IRA distribution planning
  • Sale of a business
  • Withdrawal strategies in retirement
  • Tax planning before Required Minimum Distributions
  • Taxation of Social Security benefits
  • Year-end tax planning
  • Business owners looking to start a retirement plan such as a SEP IRA, Solo 401(k), or Traditional 401(k)


Floyd Financial Services does not provide tax and/or legal advice. Certain circumstances may require us to coordinate with your qualified tax and/or legal advisor.
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 
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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