FINANCIAL PLANNING FOR INDIVIDUALS
Start Planning for Your Future Today
You’re never too young to get a head start on your financial planning. Whether you’re a college graduate, young professional, or you’ve been in the workforce for years, enjoy the freedom and peace of mind of personal financial planning with Focus Financial.
Everyone has a financial dream: a new home, family, college fund, or a relaxing retirement traveling abroad. Whatever your future goals are, Focus Financial is here to help you plan smart and invest wisely, so you can enjoy the lifestyle and future you’ve worked so hard to achieve.
Contact us to start planning you and your family’s future!
Effective financial planning helps manage the certainty in life’s many uncertainties. Whether you’re planning for retirement, preparing to finance college, or thinking about starting a family, trust our independent financial advisors to help you understand where you’re at, where you want to go, and how you can get there.
You wouldn’t build a house without a blueprint, nor should you build a life without comprehensive financial planning. Your financial plan serves as a strategy to organize your financial picture and keeps you on track towards achieving your goals.
Financial Planning Helps You:
- Understand how your financial and personal goals are related
- Balance and manage competing financial priorities
- Decide how to prioritize your goals
- Implement specific tactics and strategies
- Select suitable products and services
Building a comprehensive financial plan provides you with an overview of your big picture, allowing you to make better financial decisions and stay on track to meet your personal and financial goals.
Independent financial advice is key to developing a partnership with mutual, lasting value. By working with an independent financial advisor, you are free from having to use one particular product over another. At our financial planning firm, we empower our independent financial advisors by giving them the freedom to focus on creating a plan and providing advice uniquely tailored to your specific goals and objectives.
A financial plan is often thought of as a quick answer to achieve short-term goals. In order to be successful, financial planning must become a lifelong habit of understanding where you are and where you want to go, then continuously evolving your strategy to get there.
It’s easy to make financial decisions based solely on emotion or a momentary economic trend. An independent financial advisor will provide you with knowledgeable financial management guidance to keep you on track towards reaching your long-term financial planning goals.
It is never too soon or too late to start working with an independent financial planner. No matter what stage you are at in life, seeking expert guidance for your financial planning will prepare you for whatever comes next. Rely on our independent financial advisors to guide you through life’s many uncertainties and keep you on track towards achieving your goals.
Financial Planning Services Are Most Often Sought Out When:
- Preparing for Retirement
- Transitioning to a New Job
- Going Through a Marriage or Divorce
- Giving to Charitable Organizations
- Planning for Taxes or Estate Matters
- Saving for College
- Taking out a Loan or Mortgage
- Purchasing Life Insurance
- Preparing for Long-Term Health Care Needs
- Managing Medicare, Medicaid, and Social Security Benefits
Asset management is a vital component of your financial planning process as it builds your portfolio through strategic investment decisions. Providing direction, oversight, and management of your portfolio, our financial planning advisors will oversee your investment management and guide you towards achieving your goals.
Managing your portfolio of assets is a task you shouldn’t give to just anyone. You need someone you can trust to consistently make wise financial management decisions on your behalf. Free from any proprietary products and pressures, our independent financial advisors are able to work solely in your best interest and serve as your personal asset manager.
The experienced knowledge and guidance of a financial planning advisor will help you avoid making costly financial management mistakes. Successful asset management doesn’t need to be complicated, but it does require a consistently professional oversight that only a personal asset manager can provide.
Asset management often includes the coordination of your other professional contacts such as attorneys and accountants. Your asset manager will act as an intermediary to keep all parties on track towards achieving your financial planning goals.
The investment management professionals at Focus Financial seek to understand and help alleviate your concerns towards financial planning. Through our financial guidance and professional asset management services, our team of independent financial advisors will help you make informed portfolio decisions that keep you on track towards achieving your investment planning goals.
Find a financial advisor to build your individualized investment portfolio and help you reach your asset management goals today!
Disclosure: Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Understanding what you need to do is the first step in creating a successful financial plan. A comprehensive education helps build a foundation that will lead to a lifetime of financial success.
Save And Invest is a nonprofit resource dedicated to your financial health. The company’s website provides objective financial management tools and information for military families and all investors.
Disclosure: These links are provided for informational purposes only. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites and we assume no liability for any actions taken from this information. Nor is the company liability for any technical issues that may arise from your use of a third-party web site. When you access one of these web sites are our leaving our web site and assume total responsibility and risk for the use of the web site you are linking to.
Our InSite™ Financial Education Seminars are a great way to learn about common financial planning topics. From the Basics of Financial Management to Retirement Financial Planning, let our financial advisors guide you through all aspects of your finances.
Every InSite™ event is free of charge and obligations. Contact us to request a workshop, then one of our financial planning advisors will contact you to better understand your specific needs.
We support the dedicated work of Best Prep, a statewide nonprofit organization with a mission to best prepare students with business, career, and financial literacy skills through hands-on experiences that inspire success in work and life. Our Independent Financial Advisors volunteer for Best Prep’s Classroom Plus Program and participate in the eMentors program.
Best Prep is not affiliated with Royal Alliance Associates, Inc.
- Mutual Funds, Exchange Traded Funds (ETFs), and Closed End Funds
- Certificates of Deposit
- Stocks, Bonds and Options
- Variable and Fixed Annuities
- Real Estate Investment Trusts (REITs)
- Limited Partnerships
- Disability Insurance
- Fixed, Variable, and Term Life Insurance
- Health Insurance
- Long-Term Health Care Insurance
- Buy-Sell Policies including Overhead Expense Protection
- Employee Benefits
- 401(k), 403(b), 457, and Profit Sharing Plans
- Individual Retirement Accounts (IRAs) and Roths
- Simplified Employee Pension Plans (SEPs), and SIMPLE Retirement Plans
- Non-Qualified Deferred Compensation Plans
- Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset Preservation
- Employee Worksite Financial Education Seminars
- Business Planning including Cash Flow, Debt Restructuring, Valuation and Risk Management
Find A Financial Advisor
Find an independent financial advisor who will understand your specific situation and provide individualized support to guide you towards your financial planning goals.