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 Access Your Schwab 2017 1099 Tax Forms

According to Charles Schwab your 2017 1099 tax forms should be available to view on Schwab.com by no later than February 15th. Schwab issues the 1099s in two waves; the first wave should be available today, February 1st and the

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

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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