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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 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 Schwab.com 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

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

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