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When it comes to your financial future
THE DECISIONS YOU MAKE TODAY
CAN CHANGE THE COURSE OF YOUR LIFE.
Choosing the right financial strategy, considering long-term care, preparing for retirement and navigating these complex matters can quickly become overwhelming. With over 60 years of combined experience, Focused WealthCare helps you coordinate your lifestyle and financial goals, through education, best tax practices, sensible investing and insurance solutions that minimize risks and form the basis of your plan.
We work with you to build a financial plan that focuses on what you want to do, when you want to do it, what it will cost and when you can likely afford it.
Bringing clarity to your your goals and concerns.
As developers of the The Integrated WealthCare Advice Program(R) we have experience with everything from the most common planning concerns to the much more complex concerns of High Net Worth clients. Once your personal situation is clear, recommendations and implementation are easy steps that will help you sleep at night.
At Focused WealthCare, our advisors are compensated through fees based on our assets under administration. We receive no commissions or transaction fees for assets under administration. so our interests are aligned with client interests. These fees allow us to provide valuable financial planning solutions to our clients on a complimentary basis. Insurance risk products are compensated by commissions