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

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

How to Read Your Monthly Investment Summary

The Focus Planning Group monthly investment summary is a simple way to see how all of the investment accounts we manage are performing on one page. 🙂 That sounds great, Joe… Will I still get monthly statement from Charles Schwab.

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

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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