Creating a financial plan makes sense for everyone. That's why clients at all income levels and ages trust our experience, expertise, and strategic approach to help them reach their goals. Together, they're the foundation of our specialty services, including Investment Management, Retirement Planning, and Financial Education.
Financial planning professionals make recommendations, not decisions. You retain control over your finances. Recommendations will be based on your needs, values, goals, and time frames. You decide which recommendations to follow, then work with a financial professional to implement them. Each financial plan is tailored to the needs of the individual, so how complicated the process will be depends on your individual circumstances.
Financial planning professionals make recommendations, not decisions. You retain control over your finances. Recommendations will be based on your needs, values, goals, and time frames. You decide which recommendations to follow, then work with a financial professional to implement them. Each financial plan is tailored to the needs of the individual, so how complicated the process will be depends on your individual circumstances.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. No single strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.
Focus Financial is a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients since its inception in 1993. As one of the largest independent, non-proprietary advisory firms, Focus Financial has more than $5.5 billion in total client assets.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life. Learn about the importance of having an estate strategy in this helpful and informative video. Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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