Our Comprehensive Services



As independent advisors with Focus Financial, we can provide our clients with un-biased, client-focused advice and service. For our clients, we provide a variety of services that cover their whole financial life in order to make the process of building and financial plan and managing wealth as seamless as possible for clients.

Investment Oversight Service

  • Reviewing your investments and designing a portfolio appropriate to your needs
  • Year-long, continual monitoring of your investments
  • Comprehensive reviews and evaluate investment strategy every 7, 9, or 12 months (during the client 180 Day Check-Up)
  • Recommendations regarding positioning of investments within your employer provided retirement plans
  • Quarterly “market watch” letter detailing our firm's research, analysis and view of the current state 
    of the investment markets

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Annual review of your tax situation and planning to incorporate any new tax law changes
  • Consultation with your tax preparer, or Tax Preparation services provided by Zack Martin via Proverbs 15:22
  • Recommendations of tax solutions including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation
  • Review of your liability structure to minimize your interest costs and tax liabilities

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs 
    and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death or disability of a loved one
  • Additional review of the beneficiaries on your retirement plans, tax deferred investments and life insurance

Client Services & Communications

  • Quarterly Newsletter to keep you apprised of the most current planning options
  • Special reports on how to help reduce your taxes and other important topics
  • 7, 9, or 12 month Comprehensive reviews
  • Provide education and ideas to protect your assets from identity theft and fraud
  • Special Wealth Management Services Events