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.
You’ve made investments your whole life. Work with us to help make the most of them.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Good employee health can be great for the company’s bottom line.
One of the most common questions people ask about Social Security is when they should start taking benefits.
In the face of divorce, making changes to insurance coverage may be overlooked.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Is your estate in order? This short quiz may help you assess your overall strategy.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When markets shift, experienced investors stick to their strategy.
It’s never a bad time to speak with your financial advisor about changes in your situation.
That big list of dreams and goals isn't the only way to look at your bucket list.
Understanding the cycle of investing may help you avoid easy pitfalls.
Make your retirement as exciting as your next vacation.
With alternative investments, it’s critical to sort through the complexity.