FOCUSED WEALTH STRATEGIES, INC.
We work with people who are tired of large portfolio losses.
They want to work with someone who focuses more on helping them protect their portfolio.
They understand that a "buy and hold" approach doesn't work well in all markets.
They are worried about whether they can afford their retirement goals. They need help with all the decisions that come with planning for retirement such as how much they need to save, the best ages to take social security, whether they should pay off their house or invest in an annuity, and how long they need to work.
We work with people who either don't have the time or choose not to spend their time managing their finances. They are willing to pay someone they trust to help them grow their wealth.
We work with people who are experiencing a life transition such as a divorce, retirement, the death of a loved one, or a career change or layoff. We help them take charge of their financial future.
We work with people who are afraid they will run out of money before they die. We give them financial peace of mind.
Clients are likely to be successful with us if...
They understand that you get what you pay for and they value receiving customized, objective advice and education as opposed to "cookie cutter" plans prepared by a commissioned sales person.
They know that it is not what you make, but what you keep that is important. They want an advisor who does tax planning and that considers all their assets, not just those under management.
They realize that financial planning is a process, not a one-time event.
They value working with a trusted, independent advisor who educates them and who gives them the tools they need to make smart money choices.
They want to work with someone who doesn't judge them.
They have learned through past mistakes that "doing it yourself", when you don't have the time or the training, can be very costly.
To learn more about How We Work, please click here.
