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

Joe Jr and Sr at table white Border 740 x 403

Featured In:

  • US News
  • Forbes
  • MSN Money
  • Investment
  • Huffington Post
  • Money
  • Go Banking
  • Yahoo! Finance
  • Credit.com

Investment Management

Learn More

Financial Planning

Learn More

Insurance Consulting

Learn More

Business Planning

Learn More

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.
Learn More

Communication

You can and should expect unparalleled communication from our staff at Focus Planning Group.
Learn More

Our Experience

We have over 50 years of total experience and our team members hold prestigious designations.
Learn More

Independence

You are done questioning the allegiance of your advisor. We provide unbiased advice.
Learn More

Latest Blog Posts

How to Access Your Schwab 1099 Tax Forms

According to Charles Schwab your 2016 1099 tax forms should be available to view on Schwab.com by not later than February 15th. Schwab issues the 1099s in two waves; the first wave was produced on February 1st and the 2nd

2015 Market Review and 2016 Outlook

2015, What went wrong, what went right, and why? Domestic Stocks The S&P 500 had a nearly flat year in 2015. According to Liz Ann Sonders, Chief Investment Strategist, Charles Schwab, here are some of the reasons for the lack

Liftoff, Finally!

The Federal Reserve needed to deliver its first rate rise in nearly a decade Wednesday. The central bank unanimously raised short-term interest rates by a quarter of a percentage point and reiterated that the course of policy tightening will be

In the News

Figuring out financial Service fees.

Are emotions guiding your investments?