Focus Financial Advisors, Inc.
True Comprehensive financial planning is the act of planning for, and prudently addressing life events. The development and implementation of a comprehensive financial plan is the foundation, or road-map, to achieving one's goals. The comprehensive plan provides a rock-solid foundation on which a client can build and maintain their financial security.
At Focus, we offer true independent and unbiased comprehensive financial planning and wealth management in a fiduciary capacity on a fee-only basis. Based on each client's individual goals and dreams, we help develop and then implement a comprehensive plan that is uniquely tailored to their needs focusing on the following critical areas:
Financial (And Non-Financial) Goal Setting and Goal Achievement
Investment Management and Asset Allocation utilizing a mix of active and passive strategies
Retirement Planning
Estate Planning
Cash Flow and Savings Analysis
Insurance, Risk Analysis and Risk Reduction
Tax Planning and Effective Tax Reduction Strategies
Social Security Optimization
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.