Personal Financial Planning
Anyone who has ever been through a major life event knows that they can be both expensive and emotionally taxing. From the cost of a wedding to the price of a funeral, there are many financial challenges that we all face at different stages of our lives.
Investment Management
With a Certified Public Accountant (CPA) on our team, we can help you take advantage of all the deductions and credits you’re entitled to whether you're an individual or a business. We'll work with you to develop a comprehensive tax plan that minimizes your tax liability while maximizing your financial opportunities through accounting.
Insurance Consulting
Insurance consulting is a type of financial planning that helps people understand their insurance needs and make good decisions about coverage. It's less about increasing investment returns and more about protecting the welfare of the client and their loved ones during their most challenging times.
Personal Retirement Planning
Most people view retirement as a time to kick back and relax. After all, you've been working hard for decades, and you deserve a break.
Social Security Analysis
At Focus Wealth Strategies, our team of financial advisors are here to help walk you through your Social Security benefit options by completing a thorough Social Security benefits analysis so you can make an informed decision about when to begin receiving your benefits.
Tax Planning Services
Many of the investment, retirement, and insurance decisions our clients make while working with us also have tax implications to consider.
