As an independent Financial Advisor, there are a wide variety of products accessible for creating customized financial plans. Focus Financial's network provides an opportunity for advisors to combine varying ranges of experience with the freedom to choose from widely available, non-proprietary products.

Planning Services

• Personal Financial Planning
• Tax & Investment Managements Plans
• Education & Estate Planning
• Asset Preservation
• Business Planning
• Valuation & Risk Management

Retirement Plans

• 401(k), 403(b), 457, & Profit Sharing Plans
• IRAs & Roths
• Simplified Employee Pension Plans (SEPs)
• SIMPLE Retirement Plans
• Non-Qualified Deferred Compensation Plans

Investments*

• Mutual Funds
• Certificates of Deposit
• Stocks & Bonds
• Variable & Fixed Annuities
• Real Estate Investment Trusts (REITs)
• Limited Partnerships

Insurance

• Disability Insurance
• Fixed, Variable, & Term Life Insurance
• Health Insurance
• Long-Term Health Care Insurance
• Buy-Sell Policies & Overhead Expense Protection
• Employee Benefits

* Investment products: not federally insured - no financial institution guarantee - may lose value.