About Focus Financial
Focus Financial includes more than 100 advisor professionals and employees – many of whom have attained the CERTIFIED FINANCIAL PLANNER™ designation – with expertise in a variety of practice areas.
We work with our broker/dealer, Royal Alliance Associates, Inc., to help provide comprehensive, ongoing advisor oversight.
| INVESTMENTS* Mutual Funds, Exchange Traded Funds (ETFs), and Closed End Funds Certificates of Deposit Stocks and Bonds Variable and Fixed Annuities Real Estate Investment Trusts (REITs) Limited Partnerships |
INSURANCE Disability Insurance Fixed, Variable, and Term Life Insurance Health Insurance Long-Term Health Care Insurance Buy-Sell Policies including Overhead Expense Protection Employee Benefits |
RETIREMENT PLANS Individual Retirement Accounts (IRAs) and Roths Simplified Employee Pension Plans (SEPs), and SIMPLE Retirement Plans Non-Qualified Deferred Compensation Plans |
PLANNING SERVICES Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset Preservation Employee Worksite Financial Education Seminars |
*Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
INVESTMENT PRODUCTS: NOT FEDERALLY INSURED • NO FINANCIAL INSTITUTION GUARANTEE • MAY LOSE VALUE