Financial Planning Services

putting together a financial plan

Investment Portfolio Management

Our philosophy is that you should take the “least amount of risk to reach your financial goals” (it sounds simple but few take this approach).

How have you done with your investment portfolio over the last 5, 10, 20 years?

Would you have been happy over the last 10-20 years with a 5-7% guaranteed rate of return* on an accumulation value (not walk away value) used to calculate/provide for you a guaranteed lifetime income* you can never outlive? Most people would say yes. If you are interested in learning how to grow your wealth in this guaranteed manner, working with a financial planning company may be your best option. Please click here to learn more about how to receive 7% guaranteed returns with lifetime income.

If you had money in the stock market over the last 10+ years, the chances it went backward 46% from 2000-2002 and 50+% from 2007-March of 2009 is significant.

Our firm specializes in using wealth-building tools that mitigate or eliminate risk and allow your money to grow tax-free and be removed tax-free when you are ready for retirement. Click here to learn how you can grow wealth with the least amount of risk and in a tax-free manner.

It is our hope and belief that many people surfing this website will truly be amazed at how this information can help YOU! If you find what you read interesting or intriguing and would like to find out how our firm would use the tools covered to help you grow your wealth with the least amount of risk to reach your retirement, tax, and estate-planning goals, please e-mail to request more information or to set up an appointment. Working with a financial planning company may be the answer to all of your financial questions!

No downside risk and tax-free growth and withdrawals

Full focus financial can help!

*Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.

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