Strategic Investment Management Services Throughout Florida’s Bay Area & Beyond
At Focus Wealth Strategies, our team works together to research market trends and stay on top of a variety of investment opportunities for our clients across a number of sectors to help ensure their overall financial objectives are addressed. We supply a full menu of resources, options, and knowledgeable insight so the investors we work with can be confident we aren’t simply trying to grow their wealth, but guard it as well.
Investment Planning and Management services include:
Fee-Based Portfolio Management
In order to maintain our fiduciary duty to our clients, we offer fee-based portfolio management. This means we are paid a flat fee for the investment management services we provide you with. Because we don’t get paid differently based on the investment you choose, you can rest assure that we are always making the best decisions for our clients.
Quarterly Portfolio Summary Reports
It is important to stay informed about current market trends relating to your investments and to monitor how your current investments are performing to meet your financial goals in the future. As part of our investment management services, we offer quarterly portfolio summary reports to help you understand how your investments are performing and determine whether adjustments need to be made.
Advisory Services Offered Through LPL Financial
Our financial planning advisory services are offered through LPL Financial. LPL Financial was founded with the purpose of helping financial advisors offer truly independent financial guidance and investment advice. Our independent financial guidance means we succeed only by helping our clients do what is best for them.
Fundamental & Technical Stock Analysis
The team at Focus Wealth Strategies has the industry knowledge and experience needed to complete both fundamental and technical stock analysis. Fundamental stock analysis is a long-term investment strategy, whereas technical stock analysis focuses much more on the short-term.
Stocks, Bonds, ETF’s, and REIT’s
Whether you are interested in stocks, bonds, exchange-traded funds (ETFs), or real estate investment trusts (REITs), our CERTIFEID FINANCIAL PLANNER has the necessary experience to guide you through your investment options. As independent financial advisors, we will help you choose the type of investments that align with your investment goals.
Mutual funds are investments for individuals looking to diversify their portfolios. Mutual funds allow shareholders to invest in a diversified group of holdings that are professionally managed. With mutual fund investments, your money is pooled together with the money invested by other shareholders in a portfolio of other mixed assets such as stocks and bonds. The fund manager is typically responsible for choosing the investments that will make up the portfolio. At Focus Wealth Strategies, we offer our investors both loaded and no-load mutual funds to choose from. Investing in mutual funds involves risk, including possible loss of principal.
Annuities are insurance products that are designed to make regular payments to the investor—either now or in the future. There are many reasons you may choose to purchase an annuity, but most individuals use them to help grow and protect their retirement savings. Annuities come in a variety of forms, and the form that is right for you will vary based on your needs and goals. At Focus Wealth Strategies, we offer our clients both fixed and variable annuity options to choose from.
IRA’S: ROTH, TRADITIONAL, AND ROLLOVER SERVICES
Your employer-sponsored retirement accounts are not the only options available for you to save for retirement. Our team of certified financial advisors work with many forms of individual retirement accounts (IRAs). We will do a comparison of both traditional and Roth IRA options to help you decide which one is right for your retirement savings goals. We also work with Rollover IRAs if you are leaving an employer and need to transfer your current 401(k) savings.
College Savings Accounts: 529 Plans & Coverdell’s
We know that financial planning is about the entire family and saving for your child’s college education is important. Our team of experienced certified financial planners work with both 529 and Coverdell college savings plans.
Start Investing To Grow & Sustain Your Financial Future Today!
Ready to start planning for the future? Thinking about investments but aren’t sure where to begin or how to manage your portfolio? 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 working with our team of financial advisors today!
The information provided on this page is intended to assist in educating individuals about their personal investing options 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 type of plans 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.
Securities and Advisory Services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, CT, FL, GA, IN, KY, LA, MD, MI, NC, NJ, OH, PA, SC, TN, TX, VA, WA, and WI.
State insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges, and restrictions. The policy holder should review their contract carefully before purchasing. If you need more information or would like personal advice you should consult an insurance professional licensed for your state. You may also visit your state’s insurance department for more information.