Joseph G Floyd, CLU®, ChFC®, LUTCF®, CLTC®

Wealth Management Advisor

Helping Create Your Financial Security Plan

Each of us has a different vision of what it means to be Financially Secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children, and enter retirement. My team and I can help you create a personalized Financial Security Plan that has a firm foundation in your beliefs and values and addresses your hopes for the future.

But achieving Financial Security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.


Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision.


Joe Floyd and Your Financial Future

Joe Floyd began his career as a Financial Advisor with Northwestern Mutual in 1990 after graduating from the University of Kentucky. From the very beginning, Joe has been committed to helping people become Financially Secure. As your Wealth Management Advisor, Joe's first priority is to build a relationship with you. This professional and trusting relationship will be the foundation for the guidance he will provide.

Joe's second priority will be getting to know you and your situation. Joe believes in taking a comprehensive approach to planning, so he will listen carefully as you describe where you are in life and where you want to be in terms of your short, medium, and long-term goals. By understanding these things, Joe will be able to help you prioritize your goals and develop a workable strategy with clear action steps to meet them.

As your Wealth Management Advisor, Joe will do his best to serve you with integrity and provide a high level of ethical and personal service.


 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.