Floyd Financial Services, LLC is an independent, Registered Investment Advisor (RIA) firm that equips our clients with the tools they need to approach today's reality for long-term financial success. We aim to better serve generations that need financial planning the most. You are living a once in a lifetime experience and our financial and investment plans are tailored to each client.
We build investment portfolios based on fundamental analysis and take a long term approach rather than the "hot" investment of the week. We meet with you on a regular basis in person, by phone, email, or virtually - whichever is most convenient to you. Meet the Phoenix based Financial expert who leads high-powered, hard working professionals to even greater financial success.
We build investment portfolios based on fundamental analysis and take a long term approach rather than the "hot" investment of the week. We meet with you on a regular basis in person, by phone, email, or virtually - whichever is most convenient to you. Meet the Phoenix based Financial expert who leads high-powered, hard working professionals to even greater financial success.
Services
Chase Floyd is a Financial Advisor who founded Floyd Financial Services, LLC. I have over a decade of experience in the financial industry. I believe the financial planning process is the best way to create and maintain wealth, so I formed Floyd Financial Services to help as many people as possible work towards achieving their dreams and obtaining financial peace of mind.
Financial Planning is the reality check you need! If you fail to plan, you plan to fail. Without a plan, it is unlikely you will achieve your financial goals. We help our clients design a path to financial success. Furthermore, we ensure our client families stick to their plan, so that they can enjoy their hard earned success.
Have your investments under performed, but you aren't sure how to make it better? Do you have accounts all over the place due to job changes? Do you need a second opinion on your current portfolio? Investment Management can be a stand-alone service or a complement to Financial Planning. We are your investment advisor and will work with you to make sure your portfolio is customized to your specific goals.
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.
The education of children and/or grandchildren is often a very important goal for our clients. Especially for young families, the rising cost of education makes paying for this a challenge. With education planning, we conduct an analysis to project the expected costs of education from primary school through higher education.
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