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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Is your estate in order? This short quiz may help you assess your overall strategy.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
It's important to make sure your retirement strategy anticipates health-care expenses.
Earnings season can move markets. What is it and why is it important?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, cracking the code on bonds.
Make your retirement as exciting as your next vacation.
How will you weather the ups and downs of the business cycle?
Investors seeking world investments can choose between global and international funds. What's the difference?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?