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Gloria D.
Foote, CFPÒ
&
Barbara J. Williams, CFPÒ
Certified Financial Planning practitioners.
Partners in Financial Focus
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what we offer
| the process | NPC PRIVACY
POLICY
At Financial Focus, we "coach" our clients through the continuing
process of financial decision making, focusing on clear goals and
exercising the discipline needed to achieve these goals.
- Fee-based
financial planning
- Retiring
successfully-with grace, dignity and enough money for the future
- Becoming
and remaining financially independent
- Managing
lump-sum distributions
- Diversifying
a portfolio for growth and income
- Minimizing
the income tax burden
- Paying
estate taxes without hardship
- Paying
the bills when you are too sick or hurt to work
- Funding
future education costs
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- Financial Plans...
for reasonable fees
- Investment Advice...
for those clients who want specific investment
guidance
- Pension & Profit Sharing Investments...
we help you plan and implement the most
advantageous investment strategy based on your retirement funding
goals
- Planned, Periodic Reviews...
to keep you on course in a constantly changing and
challenging world
- Financial Products and Packages...
Mutual funds, stocks, bonds and other investments
selected according to your goals, risk tolerance and personal
situation.* Pension and Profit Sharing Plan investment and strategies.
Income replacement, life and disability insurance for personal risk
management and estate liquidity needs.
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- Understand
what you want
- Discover
what you have
- Agree
on initial findings
- Determine
appropriate adjustments needed in your present course
- Present
our recommendations to you
- Decide
upon the most suitable course of action
- Implement
your decisions
- Assess
progress periodically
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Copyright 2007 - Financial Focus
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All information herein has been prepared solely for informational purposes,
and it is not an offer to buy or sell,
or a solicitation to buy or sell any security or instrument or to participate
in any particular trading strategy.
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Financial Focus is a Registered Investment Advisor. Securities licensed
associates of Financial Focus are Registered Representatives of National
Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC,
a
Registered Investment Advisor. Investment Advisor Representatives of
Financial Focus and NPC may transact
securities business in a particular state only if first registered, excluded
or exempted from Broker-Dealer, agent or
Investment Advisor Representative requirements. In addition, follow-up
conversations or meetings with individuals in
a particular state that involve either the effecting or attempting to effect
transactions in securities, or the rendering
of personalized investment advice for compensation, will not be made absent
compliance with state Broker-Dealer,
agent or Investment Adviser Representative registration requirements, or an
applicable exemption or exclusion.
Financial Focus and NPC are separate and unrelated companies.
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