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
Focus Financial Group President and Co-Founder Kathy Nolan has once again been recognized as a Top Financial Security Professional by Forbes. This is the fifth time in six years that Kathy has received this honor.
This prestigious honor reflects how much we care about our clients’ goals and dreams. We are humbled that they trust us with their assets, and we promise to never take that responsibility lightly.
Forbes Top Financial Security Professionals 2025 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/2021/10/19/methodology-americas-top-ranked-financial-security-professionals-2021/?sh=55aab7e15fa9 Chartered Retirement Planning Counselorâ„¢, CRPCâ„¢, and the CRPCâ„¢ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. 3272178 - 9/25
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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