We manage your financial lives so you don’t have to.

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Investment Management

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Financial Planning

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Insurance Consulting

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Business Planning

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Four Reasons to Work with Us

We Listen More

First, you will notice that we have the mind set of consultants. We truly care about your needs and goals.
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You can and should expect unparalleled communication from our staff at Focus Planning Group.
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Our Experience

We have over 50 years of total experience and our team members hold prestigious designations.
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You are done questioning the allegiance of your advisor. We provide unbiased advice.
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Latest Blog Posts

My New Writing Gig

I am excited to announce that I will now be a regular contributor to the U.S. News On Retirement blog. The blog features topics including 401(k)s, IRAs, Social Security, Medicare, retirement lifestyles, and a variety of other aspects of retirement

The DOL Fiduciary Rule: What does it mean for you?

Some of you have probably heard of the Department of Labor’s (DOL) Fiduciary Rule. What is it? What does it mean? A fiduciary is any investment professional who is required by law and practice to act solely in the interests

2016 IRA Contribution Instructions

If you need to make a deposit into your Traditional IRA or Roth IRA account, Schwab will be accepting deposits up until April 18th. That means the check needs to be postmarked on or before April 18th to count as

In the News

Figuring out financial Service fees.

Are emotions guiding your investments?

Social Security Teacher Blog by Joseph Carbone, Jr., CFP®

Joseph will teach you how to make smart decisions about one of the most important financial decisions of your life and take control over your Social Security benefits. What are you waiting it for, Check It Out Now.

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