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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.
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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 



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  • Home
  • Services
    • Financial Planning
    • Investments
    • Life Insurance
    • 529 College Savings Plan
    • Tax Preparation
  • About
  • Contact