Before we create your portfolio, it is important that we spend some time learning more about you and your unique situation. We will review your current financial position, investment objectives, and goals, and ask questions to determine your time horizons and tolerance for risk. The information sets the framework for us to recommend appropriate investment strategies.
Click here to view our unique process.
As a boutique style firm we feel there is no need to blindly invest your assets. While we believe Modern Portfolio Theory and low cost investing is the best approach to managing individual portfolios, we feel that we can add value using technical analysis to help predict patterns and trends. We primarily use as an overall strategy to compliment our models while making decisions on when to enter and/or exit the market.
Focus Planning Group simplifies tracking your investments while making everything you own transparent, understandable, and controllable.
Complete transparency into every single account and investment. See what you’re actually invested in.
Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach us directly at 631-714-6044, click to schedule a meeting.