What Sets Us Apart
What sets us apart from other financial advisors?
We take the time to truly get to know the families and individuals we serve, so we can be there for them in times of need and celebration.
The Green Light Retirement Plan Our five-step process to help ensure you are good to go.
Step 1: Lifestyle
What vision do you have for your retirement lifestyle?
Step 2: INCOME
Are you confident that your financial resources will sustain you throughout retirement?
Step 3: Growth
Does your current portfolio align with your risk tolerance?
Step 4: HEALTHCARE & HEIRS
Do you have strategies to provide for healthcare needs as well as your heirs and charities?
Step 5: TAXES
Could you be paying less in retirement taxes than you currently are?
Discover the Confidence of Working With a
Top Financial Security Professional
Family Focus Financial Group President and Co-Founder Kathy Nolan is proud to be included on the 2023 Forbes list of Top Financial Security Professionals. President and Co-Founder Kathy Nolan received the prestigious honor of being named one of the nation’s top financial professionals by Forbes in 2023. Kathy was ranked No. 32 out of over 1,000 Top Financial Security Professionals.
*Forbes Top Financial Security Professionals 2023 is a ranking of financial professionals conducted by Forbes through the SHOOK evaluation process. To be considered by Forbes, Kathy Nolan was nominated by an insurance carrier she sells annuities through. Financial Security Professional (FSP) refers to professionals who are properly licensed to sell life insurance and annuities. FSP may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. References to security refer only to the benefits of insurance products, not to investments. Insurance products are backed by the financial strength and claims paying ability of the issuing carrier. For more information on the FSP Ranking visit this link: https://www.forbes.com/sites/rjshook/2023/07/26/methodology-americas-top-financial-security-professionals-2023/?sh=16bf84293aef
*Forbes Top Financial Security Professionals 2023 is a ranking of financial professionals conducted by Forbes through the SHOOK evaluation process. To be considered by Forbes, Kathy Nolan was nominated by an insurance carrier she sells annuities through. Financial Security Professional (FSP) refers to professionals who are properly licensed to sell life insurance and annuities. FSP may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. References to security refer only to the benefits of insurance products, not to investments. Insurance products are backed by the financial strength and claims paying ability of the issuing carrier. For more information on the FSP Ranking visit this link: https://www.forbes.com/sites/rjshook/2023/07/26/methodology-americas-top-financial-security-professionals-2023/?sh=16bf84293aef
Ready to Greenlight Your Retirement?
Make sure you don’t have to put the brakes on in retirement due to a missed planning opportunity. Whether it’s taxes, health care, Social Security or some other issue, our retirement toolkit can help you prepare for the expected and the unexpected.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a webinar.
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