There is no one correct or best solution for securing your financial future, however we believe you should be given choices based on your unique situation and not sold a product or chase returns. We provide impartial, unbiased financial, tax and estate planning advice.
Simply put, we are Planners. We do not recommend any service or product without providing you a plan and in some cases give you a plan that you can do yourself. Whether you want a stress fee retirement or pay less tax-we can help.
We put integrity, honesty, and transparency at the cornerstone of everything we do as a financial advising firm. Every piece of advice we give, and every strategy we implement, is done so with the needs and desires of our clients in mind. The service and advice we provide begins with you.
Our approach to financial and tax planning is simple: We care. Our team of advisors will listen carefully, and provide thoughtful strategies that will help you reach your short and long-term goals. We love what we do, and we love helping people realize how necessary it is to have a financial advocate in their lives.
Focus 1 Advisors utilizes a combination of institutional Money Managers, top rated Annuity companies and a propriety early warring system (WEALTHGUARD) to increase the probability of success and protect your investments from major losses.
We custom tailor each individual client using their unique financial goals. Our proprietary asset allocation algorithm takes into account each client’s Risk Profile, Investment Objectives, and Tax Qualification of their investments. The algorithm then automatically optimizes the ideal blend of 7 unique investment strategies to create a Custom Asset Allocation.
The result is a portfolio that allows investors to confidently enjoy life knowing their investments are always being monitored to provide a perfect balance of return, risk management, and tax management.
WealthGuard™tracks and monitors all of your investments in one place, helping to protect these investments by alerting you when you are approaching your WealthGuard™value. This is achieved by setting up a secure data connection with your accounts. Once WealthGuard™is set up and knows your risk tolerance and WealthGuard™ number, it will automatically monitor all of your accounts based on the closing value each day. If your accounts ever start to decline in value, WealthGuard™ will give you an early warning if the decline is 75% of your WealthGuard™ Number. It also tracks your asset allocation and the overall performance of all your accounts every single day.
A Fixed Indexed Annuity (FIA) combines the traditional value of guarantees, with the opportunity to earn more interest than a traditional deferred annuity. Its main feature guarantees that your money will never be lost, or go down in value, and your gains are locked-in each year. It is sometimes called a “safe money” product because it’s backed by the financial strength of the insurance carrier guaranteeing safety, income, liquidity, and tax advantages.
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."