An Independent
Financial Advisory Firm.

Shielding What Matters Most

Investment Management

No matter what your goals are, we are here to guide your assets to their full potential. With expertise, knowledge, and experience, we manage your investments so that you can focus on what’s important to you.

Financial Planning

Financial planning can involve numerous strategies and solutions. The ultimate goal is to optimize your assets and secure a lasting source of income. Between now and retirement—whether you are just a few years or decades away—there will be many challenges and opportunities to consider. Let us guide your financial planning through progressive solutions, dedicated care, and knowledgeable management.

Simply Better Financial Advice

Independent

We offer customized, non-proprietary solutions solely in our Clients’ best interest.

Fee-Based

Unlike many fee-only advisors, we offer a truly comprehensive approach by adding in your insurance needs.

Comprehensive

It's more than just investing successfully. We understand the big picture.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (417) 889-7233
  • E-Mail:
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Advisory services offered through Floyd Financial Group, LLC.
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