We provide impartial and transparent financial planning for individuals ages 55 and older transitioning into retirement.
We Believe Everyone Deserves Unbiased, Fair Advice.
Our firm is structured differently from most other financial planning firms. We strive to make it easy, simple, and enjoyable to work with us. We take important, emotionally draining, complicated retirement planning topics and break them down into simple, actionable steps.
When You Work With Us, Your Retirement Looks Like:
Spending your money with confidence
Paying less in taxes
Choosing the right time to file for Social Security
Leaving a clear plan for your family
Our Independence Is Your Advantage
Focus Planning Group is a Registered Investment Advisor, and we are obligated to adhere to a fiduciary standard. We have no broker-dealer affiliations or work for a large company, such as a bank or brokerage firm.
Simply put, we must act in your best interest.
You may ask, “Wait a minute, isn’t every firm/advisor supposed to do that?” It may sound crazy, I agree, but not every firm is obligated to act in your best interest.
