Broker Check

Services

At Focus Financial Group, we believe in making things simple—always treating clients like family and only recommending products we would use ourselves. We have experience with strategies that help clients accumulate, preserve and distribute their assets, but are above all most focused on protecting our clients’ livelihoods in the most tax-efficient and risk-adjusted manner.



Our Experience

Company Benefits

  • Retirement Plans
  • Medical
  • Disability
  • Life
  • Dental
  • Vision
  • Voluntary Plans

Investments

  • Mutual Funds
  • ETFs
  • Fixed Annuities
  • Indexed Annuities
  • Managed Accounts
  • College Savings
  • IRAs
  • Roths

Insurance

  • Long-term Care
  • Medicare Supplements
  • Life Insurance
  • Disability

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