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

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
PLANNING SERVICES

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

*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