Here To Help Guide You Through Your Most Important Financial Decisions
At Focus Wealth Strategies, our team believes in providing complete financial advising services when working with any of our clients. Many of the investment, retirement, and insurance decisions our clients make while working with us also have tax implications to consider and require accounting services when managing their plan. Our team of LPL Financial Advisors understand the importance of properly preparing for any accounting or tax concerns that arise as a factor of your individual or business’ financial planning services.
Each of our client relationships begin with a discussion about the client’s personal financial needs and goals. We complete a comprehensive financial and needs-based analysis to ensure the advice and recommendations we are providing are custom tailored to help meet your unique needs and goals.
ACCOUNT MANAGEMENT SERVICES
Because many of the services we offer require a long-term approach, it is important for our clients to receive on-going account management services as well. Whether you are trying to plan for retirement, save for college, or secure your financial future with investments and insurance, we offer account management services to help ensure you remain on-track to pursuing your goals.
RECOMMENDATIONS REGARDING TAXES
Sometimes investments and financial planning require special considerations for tax planning as well. When this occurs, you can rest assure that our team of financial advisors have your best interest in mind. We work to inform you of your tax liabilities with each recommendation we make to help you choose the plans and investment options that are right for you.
Focus Wealth Strategies Provides Comprehensive Personal And Business Financial Advising
Contact Focus Wealth Strategies through our online contact form or by calling our Brandon office at (813) 305-0411 or our Bradenton office at (941) 776-0589 to begin your comprehensive personal or business financial planning services today! Our team is comprised of financial professionals with certifications and licenses across a variety of specialties. We all work together to help ensure all your financial planning needs are addressed.
The information provided on this page is intended to assist in educating individuals about their personal financial planning and tax information generally, and not to provide personal service or recommendations. This information may not consider your personal circumstances such as budget, assets, risk tolerance, or other factors which may affect the decisions that are right for you and your family. If you need more information or would like personal advice, you should consult a professional certified financial advisor.