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