Work to Secure Your Financial Future with The Floyd Investment Group

Why Choose The Floyd Investment Group?

Choosing The Floyd Investment Group means partnering with a firm that values your financial well-being. Our team offers appointments within a week, ensuring timely and efficient service. We provide a full analysis of your financial needs, allowing us to create customized strategies that align with your goals.

As a family-owned business, we pride ourselves on building lasting relationships with our clients. Our free consultations and in-depth expertise make us the ideal choice for anyone looking to secure their financial future. Trust in our experience and commitment to excellence.

Our Financial Planning and Investment Services

Our Ideal Client

Our ideal client is someone who values personalized financial planning and is looking for a trusted partner to help navigate their financial journey. Whether you're planning for retirement, managing an estate, or seeking investment opportunities, we're here to provide tailored solutions. We work closely with individuals and families to ensure their financial strategies are aligned with their long-term goals.

Estate Planning

Estate planning is essential for ensuring that your assets are distributed according to your wishes. The Floyd Investment Group offers comprehensive estate planning services to help you protect your legacy. Our team provides personalized advice on wills, trusts, and other estate planning tools to ensure that your loved ones are taken care of and your financial goals are met.

Retirement Income Planning

Retirement income planning is crucial for ensuring a stable and secure retirement. The Floyd Investment Group provides expert guidance on creating a retirement income strategy that meets your needs. Our team helps you understand your options and develop a plan that seeks to ensure you have a steady income throughout your retirement years.

401K Rollover Services

Rolling over your 401K can be a complex process, but The Floyd Investment Group makes it simple and stress-free. Our team of seasoned professionals will guide you through the rollover process, ensuring that your retirement savings are transferred smoothly and efficiently. We provide personalized advice to help you make the most of your 401K and work toward a secure retirement.

Variable Annuities

Variable annuities provide investors with the opportunity for increased returns through investment in variable sub-accounts. We help you understand the benefits and risks associated with variable annuities. Our team provides personalized advice to help you select the right annuity products to pursue your financial goals and pursue a secure financial future.

Index Universal Life

Index Universal Life (IUL) insurance offers both death benefit protection and the potential for cash value growth. At The Floyd Investment Group, we help you understand how IUL policies work and how they can be integrated into your overall financial plan. We provide professional advice on selecting the right IUL policy to meet your needs and achieve your financial goals.

RILA Registered Index Linked

Registered Index Linked Annuities (RILAs) offer a balance between growth potential and downside protection. The Floyd Investment Group provides professional guidance on how RILAs work and how they can be integrated into your financial plan. We help you select the right RILA products to pursue your financial objectives.

REITs

Real Estate Investment Trusts (REITs) offer a way to invest in real estate without the need to directly purchase properties. At The Floyd Investment Group, we help you understand the benefits and risks associated with REITs, ensuring that your investment aligns with your financial goals. Our team provides professional guidance on selecting the right REITs to diversify your portfolio and generate steady income.

Indexed Annuities

Indexed annuities offer a way to grow your retirement savings while protecting your principal from market downturns. The Floyd Investment Group provides comprehensive guidance on how indexed annuities work and how they can fit into your retirement strategy. We help you select the right annuity products to ensure a stable and secure retirement income.

Here's what our satisfied clients are saying...

At The Floyd Investment Group, we take pride in providing exceptional financial and retirement income planning services to our clients. We would be grateful if you could share your thoughts about our business with others. Your feedback helps us improve and helps others make informed decisions. Please take a moment to leave a review of The Floyd Investment Group and let others know what you think.