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Why Work With Us

Client Centered

At The Retirement Income Group, our focus is on your peace of mind. Offering objective tax, investment and financial services, our team will help you manage your personal and professional financial life.

Every piece of advice we give, and every strategy we implement, is done so with the needs and desires of our clients in mind. The service and advice we provide begins with you. Committed to helping you work towards your goals and pursue your future objectives, The Retirement Income Group puts integrity, honesty, and transparency at the cornerstone of everything we do as a financial advising firm.

That’s where we come in

The Retirement Income Group focuses on helping Retirees and Pre-Retirees enjoy a happy and stress-free retirement. As financial professionals, we have the ability to address your greatest financial concerns with absolute certainty, and never with guessing. Your written financial plan from The Retirement Income Group will assure you never take more risk than necessary to pursue your goals, pay the least amount of tax legally possible, and help protect your assets.

Steven Floyd, founder, and CEO of The Retirement Income Group has firsthand experience in all aspects of financial management. An innate understanding of how retirees and pre-retirees think and feel, as he too over the age of 55. Steven and his team will focus on your education and added peace of mind. He will help answer all of your questions, address your concerns, and be your personal financial advocate for life.

When you make the wise decision to partner with The Retirement Income Group you can expect:

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.