Broker Check

Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. 

Financial Planning

Financial Planning

We take a holistic approach to financial planning. As Certified Financial Planner™ Professionals, we follow a specific process to ensure a comprehensive service to our clients. We start by getting to know you, your current financial situation, and your short and long-term goals. Through a variety of financial analysis and planning tools, we address the financial matters you are facing, implement strategies to accomplish your goals, and carefully monitor and adjust your plan as needed to ensure you stay on track.

Our Financial Planning Services Include: 

  • Retirement Planning
  • Insurance Planning
  • Cash Flow Planning 
  • Estate Settlement Services with TruState
Investment Management

Investment Management

Making sound investment decisions is critical to building wealth and achieving your goals.

Managing your own investments is time consuming, can leave you second guessing yourself, and making classic investment mistakes you did not even know you were making. We provide a combination of sound advice, and an independent platform that offers a complete suite of investment management services and strategies.

  • Investment Management Services:
  • Qualified Retirement Plans- 403(b), IRA, SEP, SIMPLE, 401(k)
  • Non-Qualified Investments- Brokerage, Individual/Joint 
  • Custom Actively Manage Portfolios of Stocks and Bonds
  • Low Cost ETF/Index Strategies
  • Incentive Stock Option Strategies
  • Concentrated Stock holding Strategies
  • Lifetime Income Strategies
Insurance Planning

Insurance Planning

Insurance is the piece of your portfolio that holds everything together. It off-sets your risks, provides peace of mind, and gives you the assurance that what you work for every day is not subject to the whim of circumstance. As Independent agents, we are able to shop the leading carriers to offer our clients high quality policies at prices that meet their budgets. Our strategic partnership with Crump® provides us with additional resources and expertise to meet a variety of insurance needs.

  • Insurance Services:
  • Term Life Insurance
  • Permanent Life Insurance (Whole, Variable, IUL, UL)
  • Long Term Care Strategies
  • Disability Insurance Strategies

Investment Management


Financial Planning


Insurance Planning


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

RRusso@focusfingroup.com |  844-993-6287