Estate Planning Services

Comprehensive Estate Planning Services by

The Floyd Investment Group

When it comes to securing your legacy, The Floyd Investment Group in Lake Wales, FL, offers expert estate planning services tailored to your unique needs. Our team provides comprehensive advice on legacy planning, ensuring your assets are left to your beneficiaries as you intend.

We specialize in estate tax planning, beneficiary coordination, and strategies to avoid probate. With over 29 years of experience, we work closely with you to create a plan that safeguards your family's future. Contact us today to discuss your estate planning needs.

When to Consider Professional Estate Planning

Recognizing the right time to seek professional estate planning services can be crucial. Here are some indicators that it might be time to get in touch with The Floyd Investment Group:

• Uncertainty about how to leave assets to beneficiaries
• Concerns about estate taxes
• Desire to avoid probate
• Need for beneficiary coordination
• Changes in family dynamics or financial situation
• Planning for long-term care or medical expenses

Call (863) 837-3740 today to ensure your estate planning is handled with expertise and care.

Advantages of Professional Estate Planning

Hiring a professional for your estate planning offers numerous benefits. At The Floyd Investment Group, we provide:

• Professional advice on legacy planning
• Strategies to minimize estate taxes
• Coordination of beneficiaries
• Methods to avoid probate
• Personalized financial analysis
• Over 29 years of experience in financial planning

Contact us to take advantage of our professional estate planning services and secure your family's future.

Disclosure: The Floyd Investment Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.​

Choose The Floyd Investment Group

Our estate planning services offer several compelling benefits:

• Appointments available within a week
• Family and locally owned and operated
• Free consultations
• Comprehensive analysis of financial needs
• Personalized service tailored to your exact needs

Contact us today to take the first step in securing your legacy.

Contact Us

Ready to plan your estate with confidence? Get in touch with The Floyd Investment Group in Lake Wales, FL. Our experienced team is here to help you navigate the complexities of estate planning and ensure your wishes are honored.