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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Your credit score may influence how much you pay for auto and home insurance.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Understanding the economy's cycles can help put current business conditions in better perspective.
There’s a link between debt and stress.
Apps that help small business owners better manage and grow their business.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Making the most of surprises is a great reason to work with us.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are three things to consider before dipping into retirement savings to pay for college.