Don’t Let Saving for College Take a Summer Vacation

With graduation in full swing on campuses across the country, now is the perfect time to start thinking about how to pay for all of that education. The rising cost of tuition has left many parents and students with no option but to take out student loans, accruing a large amount of debt in the […]

It’s Time to Give Your Tax Documents a Spring Cleaning

One of the fastest growing crimes today is identity theft. With so much of our personal information saved across the internet, it takes very little time and effort for cyber thieves to access and exploit your identity. In mere minutes, a cyber thief can gain access to your personal information and open credit cards and […]

Financial Planning Company, Investment Management Firm

Think You Have a Healthy Financial Plan? Think Again.

Take a moment to think about the health of your financial plan. Is it growing stronger over time and delivering the results you expect? Is it flat lining and showing little potential for the future? Just like maintaining our own health, the health of our financial management requires regular checkups with a professional to avoid […]

Do You Know if Your Financial Advisor is a Fiduciary?

One of the largest legal changes to affect the financial advising industry in years is set to become law. The Fiduciary Rule has been the talk around water coolers at financial advisor offices for a while now but the average investor has likely never heard of it. Despite the rule’s lack of publicity, it will […]

Focus Financial Named to Top 50 Wealth Management Firm List

We’re honored to be named as one of the largest wealth management firms* by Minneapolis/St. Paul Business Journal. Since 2003, our firm has consecutively made the Minneapolis/St. Paul Business Journal’s rankings for top asset and wealth management firms in the Twin Cities metro. Even though the firm’s origins are in the Twin Cities, we have expanded […]

5 Quick Tips for Preventing Identity Theft

We recently hosted a presentation by Retired FBI Special Agent, Jeff Lanza, with information on how to protect your identity and prevent fraud. After 20 years as investigating corruption, fraud, and the mob, Mr. Lanza has dedicated his retirement to sharing knowledge and insights. Tip #1: Officially sign out of your social media accounts. Tip #2: […]

What Hasn’t Changed in 20 Years

Focus Financial celebrated 20 years of service to its advisors and clients this year. Here’s a quick look at what has changed, and what hasn’t, through the eyes of two of our leaders. What Has Changed John Bina, President: The amount of white noise our clients hear today is far and above any other distraction. […]

Think Outside the Shoe Box: Organizing Your Finances

Have you ever lost an important financial document? Less clutter means less stress, and though you’ll need to commit a bit of time up front to organize your files, you can save time and money over the long term when you can find what you need when you need it. What records do you need […]

Focus Financial Receives BBB Accreditation

We’re proud to announce our new status as an Accredited Business of the Better Business Bureau of Minnesota & North Dakota. Consumers turn to the BBB for reliable information to help them make informed decisions. We understand that in today’s marketplace, having a trustworthy reputation and brand is just as important as the quality of […]

Focus Financial Recognized as Top 50 Wealth Management Firms

We’re honored to be ranked the 12th largest wealth management firm in the Twin Cities. Since 2003, our firm has consecutively made the Minneapolis/St. Paul Business Journal’s rankings for top asset and wealth management firms in the Twin Cities metro. While we have over 100 advisors in 43 branch offices across 7 states, our largest […]