Focus Planning Group, LLC is an SEC registered investment advisor and in other jurisdictions where exempted. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Website Content
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Focus Planning Group, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
This website may provide links to other websites for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
Registration Information
Advisory services are offered through Focus Planning Group, LLC, a SEC registered investment advisor. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by our firm, in rendering personalized investment advice for compensation, shall not be made without our first complying with jurisdictional requirements or pursuant to an applicable state exemption.
For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
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