Investment & Financial Planning Services
Floyd Green provides investment and financial planning services to individuals seeking experienced, objective guidance in managing their financial future. Floyd Green Financial Services, Inc. is a Registered Investment Adviser in the state of Georgia.
With more than 30 years of experience in accounting, finance, banking, and investments, Floyd brings a broad financial perspective to investment decisions and long-term planning. As both a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA), he is able to consider investment decisions within the larger context of a client’s financial and tax situation.
Services
Investment and financial planning services may include:
- Investment portfolio review and planning
- Retirement planning
- Asset allocation and investment strategy
- IRA and retirement account guidance
- Tax-aware investment planning
- Cash flow and long-term financial planning
- Review of existing investments and financial goals
Our approach is straightforward: understand your financial situation, identify your goals, and develop a practical investment and financial strategy designed around your individual circumstances.
Interested in discussing your investment or financial planning needs? Contact Floyd Green Financial Services at 877-457-2550.
Floyd Green – Professional Credentials
MBA, Emory University
Certified Public Accountant
Chartered Financial Analyst
Certified Management Accountant
Series-66 Completed
BA, Accounting / Economics, Tougaloo College
For 501c3, Form 990 and Tax services, please visit the new website of Floyd Green CPA PC
We work with businesses and organizations nationwide. We set up 501c3 organizations in all states (except NC).
Phone 877-457-2550
email info@floydgreencpa.com