Life is full of transitions.
Financial Focus helps guide you through the transitions that lie ahead.
We invite you to learn what makes us unique
Financial Focus, LLC |
Many people do not have the necessary funds to meet numerous financial goals simply because they do not save and invest their income wisely. In fact, the average American spends 103% of their annual income each year. The reasons for developing a solid investment strategy have never been more important than today. Having to meet your financial goals, such as purchasing a new home, college education for your children, and retirement may seem far away, but in economic terms they are just around the corner. Setting up a regular investment strategy may be the only way to accomplish those goals in a timely manner. At Financial Focus we can help you navigate the way. We can introduce you to a variety of asset allocation strategies that are designed to balance your risk tolerance with potential reward. The question is time, not timing! Wealth accumulation planning is the articulation of the desire to save, into a workable plan. The most critical factors to accumulating wealth systematically are developing attainable goals, understanding risk, developing a prudent plan, and monitoring that plan over time. We believe your chance of success is greatly enhanced by employing our disciplined approach to wealth accumulation. Institutional Asset Management (LoringWard/DFA)*The alliance of Dimensional Fund Advisors with LoringWard Asset Management allow us to access a platform of investment options previously unavailable to most individual investors. This rules-based approach to investing has a foundation of research from many Nobel Prize winning Economists and Finance experts. We are pleased to offer our investment management clients a wide variety of asset options and products. We will communicate with you on an agreed upon frequency and meet personally semi-annually to review your Asset Management account or the status of other products. These meeting will focus on your portfolio and how it is aligned with your current needs and plans. It is your responsibility to inform us of any changes that occur on a timely basis that might affect the structure of your portfolio or other needs. In addition, it is your obligation to keep all scheduled appointments (whether by phone or in person). * Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
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