Informed Donating
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Financial Planning is a process, not a product.
While many of our clients come to us when they're nearing retirement or are already retired, we believe that it's never too early (or too late) to start thinking about your financial future.
At Focus Wealth Strategies, we don't believe that anyone should be left out when it comes to getting good advice. That's why we don’t have account minimums and have built up a team of advisors with expertise in a variety of areas from investments to insurance, tax planning to military benefits, and everything in between.
Our clients appreciate being able to come to us for all their financial needs, and they especially value the incorporation of financial planning with a practicing CPA.
