At Focus Financial Group we take the time to understand you, your goals and your concerns. We help our clients implement sound financial decisions that protect their wealth and positively impact their future. We value our relationships and respect client objectives. This approach is the foundation that builds long lasting professional relationships and a successful financial strategy.
Services
At Focus Financial Group, we take pride in our mission of Independence, Transparency and Service. We are a team of Certified Financial Planner Professionals, as well as Independent Investment Advisor Representatives. As Independent Advisors we are fiduciaries, obligated to act in the best interest of our clients always, and in a comprehensive manner.
We take a holistic approach to financial planning. As Certified Financial Planner Professionals, we follow a specific process to ensure a comprehensive service to our clients. We start by getting to know you, your current financial situation, and your short and long-term goals.
Through a variety of financial analysis and planning tools, we address the financial matters you are facing, implement strategies to accomplish your goals, and carefully monitor and adjust your plan as needed to ensure you stay on track.
Through a variety of financial analysis and planning tools, we address the financial matters you are facing, implement strategies to accomplish your goals, and carefully monitor and adjust your plan as needed to ensure you stay on track.
Making sound investment decisions is critical to building wealth and achieving your goals. Managing your own investments is time consuming, can leave you second guessing yourself, and making classic investment mistakes you did not even know you were making. We provide a combination of sound advice, and an independent platform that offers a complete suite of investment management services and strategies.
Insurance is the piece of your portfolio that holds everything together. It off-sets your risks, provides peace of mind, and gives you the assurance that what you work for every day is not subject to the whim of circumstance. As Independent agents, we are able to shop the leading carriers to offer our clients high quality policies at prices that meet their budgets.
At Focus Financial Group we take pride in serving those who serve our communities. Our public school employee clients play an integral role in educating our young people and building a better tomorrow. Our Independent approach to retirement planning helps our public school clients achieve their goals while typically lowering their overall financial advising and investment management expenses.
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