Is a Financial Planner Right for Me?

Too often, financial planning seems like a “later” or “down the road” decision. It’s easy to make excuses or put it off based on factors like age, family situation, current finances, or your job. In reality, our independent financial advisors serve individuals, families, and employers of all kinds.

Ultimately, we believe we can help anyone build a successful plan to meet their financial goals, regardless of:

 

Age

Many people equate financial planning firms with retirement plan services. While retirement planning advice tends to be a staple in any conversation about a long-term plan, this can apply to any stage in life. Whether you’re just starting your first job or nearing retirement age, you can benefit from retirement planning services and more.

Family Situation

Single? Preparing for marriage or children? Looking out for grandchildren? Independent financial advisors are for you! From tax options to estate planning, working with an expert can help you have the life you want and support you through transitions.

Current Finances

Your current situation helps to inform the path that gets you from where you are now to where you want to be, but it never means you cannot benefit from working with a financial management expert. Our advisors can help with debt strategies, asset management, investment planning, and much more.

Employer

Whether you’re navigating your employer’s 401(k) options or trying to start your own company, financial planning is critical. Our independent financial advisors work with employees and business owners to offer the right solutions for your specific needs.

 

No matter where you are in life, Focus Financial can help you find a financial advisor who specializes in the areas most relevant to you. Search our directory or contact us to get started with our exceptional network of independent financial advisors.