Focus Investment Advisors (FIA) was founded in 1994 by partners Andrew Y. Wasa and Henry J Ferry Jr. FIA's concern is knowing our clients, providing for their welfare and helping them work towards financial independence. We aim to provide a high level of service to help clients pursue their investment needs and desires.
Our belief is that a long term relationship mindset and education are desirable and most beneficial to the client. Our objective is to work closely with our clients to establish a high level of understanding while utilizing education and full disclosure. FIA is a full service investment advisory firm specializing in Taft-Hartley plans, government and civil service/union employee benefits, retirement planning and investment consulting.
Our belief is that a long term relationship mindset and education are desirable and most beneficial to the client. Our objective is to work closely with our clients to establish a high level of understanding while utilizing education and full disclosure. FIA is a full service investment advisory firm specializing in Taft-Hartley plans, government and civil service/union employee benefits, retirement planning and investment consulting.
Services
Focus Investment Advisors provides comprehensive retirement planning and financial planning strategies for the private sector as well as government/ civil service employees and unions. Our background as a firm is, Investment Consulting on both the individual participant and plan trustee level for employee benefit plans.
At Focus Investment Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that aims to address your individual situation.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Are your investments effectively being managed to pursue your goals? As Investment Consultants we recommend the form of retirement planning that addresses your specific needs. FIA Investment Consultants conduct money manager searches and monitor portfolio performance. In addition, we provide assistance with investment policy and asset allocation services.
By the time you retire, you'll need a nest egg that will provide you with enough income to fill the gap left by your other income sources. But exactly how much is enough? At what age do you plan to retire? The younger you retire, the longer your retirement will be, and the more money you'll need to carry you through it.
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