FAQs About Financial Planning Services That You’re Too Afraid to Ask

If you’re new to financial planning, you may be nervous about what to expect. For many, the most intimidating part is knowing where to start and it’s not uncommon to suffer from decision paralysis as a result. After all, it’s your hard earned money and you want to be sure you make the best decisions […]

Questions to Ask Your Financial Planning Advisor Before Getting Started

Finding the right financial advisor is a search that should not be solely left up to Google. While it may be easy to find any number of financial management companies near you, locating the right investment advisor is a process that should take a good amount of time and research. After all, this is the […]

Do You Know What You Need to Make to Afford a Home Today?

The temperature isn’t the only thing rising this time of year. During the summer months, home buyers come out in droves and the housing market heats up fast! Houses are moving very fast in this competitive market and buyers must move quickly to get the home of their dreams. If you are currently looking to […]

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. […]