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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

Why You Should Think Twice About Delaying Your Mortgage Payments

The recently passed Coronavirus Aid, Relief and Economy act, or CARES act, allows impacted homeowners with federally backed loans to delay paying their mortgage and get a break on accumulating interest for up to a year. According to the Consumer

How to Initiate a Schwab Online Transfer

Here are step by step instructions on how to initiate a Schwab online transfer. Use these instructions to move funds into or out of your Schwab investment accounts. Step 1 Log in to Step 2 Click on Transfers &

2017 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 17th. That means the check needs to be postmarked on or before April 17th to count as

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