Focus Financial & Associates
Our commitment is to help you work towards achieving your financial goals and to provide you with a “worry free” retirement. At Focus Financial & Associates, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here are 4 great, and sometimes unexpected, places to raise a family.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A look inside the U.S. government's statistics on household net worth.
What can be learned from the savings rate?
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like old receipts in a junk drawer.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a quick guide to checking to see if you have unclaimed money.
You’ve made investments your whole life. Work with us to help make the most of them.