thefigweb.com

The Floyd Investment Group is a family-owned financial planning firm based in Lake Wales, Florida, serving clients in Lakeland and surrounding areas. The firm says it has more than 29 years of financial planning experience and has served the community since 2016. Its approach emphasizes personalized advice, a full analysis of each client’s financial needs, and working closely with individuals and families to align strategies with their goals.

The firm offers financial and retirement planning services, including retirement income planning, 401(k) rollovers, estate planning, and investment guidance. Its investment-related offerings include real estate investment trusts (REITs), variable and indexed annuities, registered index-linked annuities (RILAs), and index universal life insurance. The Floyd Investment Group helps clients understand these products and consider how they may fit into a broader financial plan. It also provides guidance on wills, trusts, retirement income strategies, and transferring 401(k) savings. The firm offers free financial and retirement planning consultations, with appointments generally available within a week, and invites prospective clients to request a consultation by phone or online.