First, you will notice that we have the mind set of consultants. We truly care about your needs and want to find the solution that is right for you. Because we are truly independent that is the only thing that matters to us.
By being consultative in nature this allow us to build a well constructed wealth management plan designed to reflect your needs and goals.
Click here to view our unique process.
You can and should expect unparalleled communication from your advisor. At Focus Planning Group we take great pride and spend a lot of time ensuring that our clients receive the very best communication plan in the marketplace, we will return a phone call or email within 24 hours. With email, cell phones, social media, etc…there is no excuse not to hear back from your advisor quickly.
We are always accessible, as a boutique style firm it allows us to pay attention to our clients and offer concierge type like service. In addition we like to have well over 100 “touches” with our clients each year. Here is our communication plan;
As a firm we have over 50 years of combined experience. Members of our team hold the following designations:
CERTIFIED FINANCIAL PLANNER™ (CFP)
Click here to learn why CFP® certification matters
Accredited Investment Fiduciary® (AIF®)
Click here to learn the benefits of choosing an AIF® designee
Accredited Asset Management Specialist℠ (AAMS®)
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Life Underwriters Training Council Designation (LUTCF)
You are done questioning the allegiance of your advisor. At Focus Planning Group, we are driven by Independence. In a profession based on objective advice, true independence offers many choices intended to benefit you, the client.
Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.
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.