Our Ideal Client

Financial Planning for High Net Worth Individuals

The Floyd Investment Group understands the unique financial needs of high net worth individuals. Based in Lake Wales, FL, our team specializes in providing tailored financial planning services for those with at least $500K in liquid net worth.

Whether you're looking to roll over your current investments or need a comprehensive financial analysis, our experienced professionals are here to help. Contact us today to discuss your financial planning needs.

When to Seek Professional Financial Planning

Knowing when to get in touch with a financial planning professional can make all the difference in securing your financial future. Here are some signs it might be time to consult with The Floyd Investment Group:

• Feeling uncertain about your current investment strategy
• Experiencing significant life changes such as retirement or inheritance
• Wanting to maximize the returns on your investments
• Needing a comprehensive financial analysis
• Planning for future generations
• Seeking to diversify your investment portfolio

Call (863) 837-3740 today to ensure your financial planning needs are met.

Advantages of Professional Financial Planning

Hiring a professional for your financial planning needs offers numerous advantages. At The Floyd Investment Group, we provide:

• Appointments within a week
• Free consultations
• Full analysis of financial needs
• Over 29 years of experience
• Family and locally owned and operated services
• Personalized financial strategies

Contact us today to benefit from our professional financial planning services.

Help With Investment Portfolio Rollover in Winter Haven, FL

At The Floyd Investment Group, trust is the cornerstone of everything we do. We understand that managing your wealth is a deeply personal journey, and we take pride in being a reliable partner in helping you achieve your financial goals. With years of experience and a commitment to excellence, our team is dedicated to providing personalized strategies tailored to your unique needs.

Transparency and integrity are at the heart of our approach. We prioritize clear communication, ensuring you understand every recommendation and decision. By taking the time to listen to your aspirations and concerns, we craft customized plans that align with your vision for the future.

Our focus on building lasting relationships is what sets us apart. At The Floyd Investment Group, we don’t just manage finances; we foster confidence and peace of mind, knowing your financial success is in trusted hands.

Contact Us

Ready to take control of your financial future? Get in touch with The Floyd Investment Group today to discuss your financial planning needs. Our team is here to provide the personalized, professional service you deserve.