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

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

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

In the News

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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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