About Us

Welcome to Focus Planning Group, LLC

Focus Planning Group advisors provide wealth management solutions to individuals, families, and small business owners. With over 50 years of combined experience, we have the knowledge to help our clients organize and achieve their financial goals. Believing in time-honored values and service, we use a consultative and educational process using behavioral finance with 21st Century cutting edge technology to customize a strategy that fits each client’s unique situation.

Together with our team we are committed to helping our clients make smart decisions, inspiring them to do the right thing, and giving them the proper tools and guidance to achieve their personal and financial goals.

Our Independence is Your Advantage

In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.

Objective advice on achieving your financial goals may be best delivered by an independent financial professional. Focus Planning Group, LLC is not an employee of an investment or financial services firm – we are an independent business owner. We have the freedom to structure our business in a manner that best serves our clients.

Our History

1979
1986
1990
1998
2002
2012
2014
2015
1979

Joe Carbone, Sr. starts his career with Guardian Life Insurance Company.

1986

Joe Carbone, Sr. obtains the Life Underwriting Training Council Fellow Designation.

1990

Joe Carbone, Sr. is appointed Brokerage Manager and Disability Supervisor for a Guardian General Agency in Westbury, New York.

1998

Joseph Carbone, Jr. starts his career in the wealth management Industry.

2002

Joseph Carbone, Jr. obtains the CERTIFIED FINANCIAL PLANNER™ Designation.

2012

Joe and Joseph realize a life long dream and establish Focus Planning Group.

2014

Joseph Carbone, Jr. obtains the Accredited Investment Fiduciary® Designation.

2015

Focus Planning Group is approved as a registered investment advisor firm in the state of New York.

Meet Our Management Team

Joseph Carbone, Jr., CFP®

Wealth Advisor

Bio

Joe Carbone, Sr., LUTCF

Insurance Advisor

Bio