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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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

8 Things Millennials Need to Know About Roth IRAs

Young people can take advantage of decades of tax-free investment growth. Saving in a Roth IRA can set you up with tax-free retirement income. If you’re a millennial and you want to start saving and investing for retirement, consider putting

We Have Been Nominated for Best of Long Island 2018

Focus Planning Group has been nominated for best of Long Island 2018 under the financial planner category. We want to thank our wonderful and loyal clients for this nomination, now let’s win this thing. 🙂 The 2018 contest is Now

How to Read Your Charles Schwab Monthly Statement

Often times I get calls from clients who need help figuring out what exactly their Charles Schwab monthly statement says. Well you are not alone, It even takes me a few times to read through them so I can explain

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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