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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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Communication

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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Independence

You are done questioning the allegiance of your advisor. We provide unbiased advice.
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Latest Blog Posts

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

Are Emotions Guiding Your Investments?

Joe Carbone, Jr. was interviewed by Giovanna Drpic host of Verizon Fios Money and Main Street program. Joe Carbone, Jr. Work with Us Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach

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Figuring out financial Service fees.

Are emotions guiding your investments?