Voice of the Client Highly Rated Award | Client Recognition

Voice of the Client Highly Rated Award

2025 Voice of the Client Highly Rated Award

Focus Planning Group is proud to be recognized with the 2025 Voice of the Client Highly Rated Award. This distinction is awarded by Wealthtender based on independently verified client reviews, requiring a minimum 4.75/5.0 star rating and a commitment to the highest standards of transparency and fiduciary care.

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Why Voice of the Client Highly Rated Award Verified Reviews Matter

In an industry where ‘Top Advisor’ lists are often based on firm size or assets under management, the Voice of the Client Award is different. It is driven entirely by the authentic experiences of the families we serve. Every review is processed through Wealthtender’s independent platform to ensure compliance with the SEC Marketing Rule, meaning no one was paid for their feedback, and every word is from a real client.

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Our Fiduciary Commitment

Putting Your Interests First

As fiduciaries, we are legally and ethically bound to act in your best interests. Our recognition by Wealthtender serves as a benchmark for our core values:

  • Transparency: Clear communication regarding fees, risks, and strategies.
  • Responsiveness: A commitment to being available when our clients need us most.
  • Integrity: Delivering advice based on your goals, not our bottom line.

  • Retirees working with Joe

    My wife and I are in our 70’s (myself late 70’s) and moved from MA to New York City a year and a half ago and are renting an apartment. We have been contemplating buying a coop, and wanted some professional advice on whether to do that or continue renting, and how long our money would last under either scenario. After a couple video calls, Joe presented us with very detailed analyses of the options, including under different possibilities such as with or without figuring in potential long-term care costs. quickly.
    Anna & David K.
    December 29, 2025

  • Retirement planning simplified

    TMy husband and I have been talking about retirement for a few years. We needed many questions answered, a plan and assurance that this was possible. We are so happy we consulted with Joe. We were very impressed with his experience and knowledge. Joe not only put us at ease but answered all our questions regarding future financial plans. Joe was a pleasure to work with, easy to get a hold of and readily available to answer all our questions. We will continue to work with Joe in The future and would highly recommend Joe to anyone seeking solid financial guidance.
    Ginny and John
    February 23, 2026
See More of our Client reviews

Voice of the Client Highly Rated Award Frequently Asked Questions

All reviews are processed through Wealthtender’s independent platform. They require an attestation that the reviewer is a client and that no compensation was provided in exchange for the rating, in full compliance with the SEC Marketing Rule.

No. While advisors may pay a fee to use the Wealthtender platform’s marketing tools, the Highly Rated Award cannot be purchased. It is earned solely through the aggregate score of verified client feedback.

Start a conversation built on trust.

Our 2025 Voice of the Client Award is a reflection of the transparency we bring to every relationship. We’ll review your situation so you can experience the standard of care our clients have already verified.

Why Clients Choose Focus Planning Group

For over 25 years, we’ve helped clients simplify their financial decisions and approach retirement with confidence. Our philosophy is what we call Elegant Simplicity, which helps you see the big picture clearly and make informed decisions without unnecessary complexity.

As a fiduciary, our only goal is to help you make the best possible choices for your future.

You’ll get professional advice that’s accessible, practical, and rooted in decades of experience.

Joseph Carbone CFP® providing financial advice

Book Your Free 15-Minute Intro Call!

In just 15 minutes, we’ll assess your specific situation and determine if we’re a good fit for your needs. It’s a completely complimentary, no-pressure discovery session.

This call is for those who value clear direction and answers from a firm recognized for high client satisfaction. Fill out the form and book a time that works for you.