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
Cash Flow and Savings Analysis
Insurance, Risk Analysis and Risk Reduction
Tax Planning and Effective Tax Reduction Strategies
Social Security Optimization