• Financial Focus Advisory Services

Portfolio Management

Financial Focus Asset Management, Inc. offers investment advisory services that are tailored to fit our client’s needs. Whether it is long term investing, retirement planning or active trading that you are looking for, we offer a unique approach.

If it is long term investing that you are looking for we offer strategies using products that can reduce and even eliminate market risk while still allowing the upside potential of the markets. We can also offer strategies using individual securities and exchange traded funds that we believe will perform well in in the months and years ahead.

If it is short term trading that you are looking for we offer trades that are designed to take advantage of short and mid-term fluctuations in the market. Though no strategies are guaranteed, we employ trading strategies that are designed to take advantage of the market movement whether it be up or down, while limiting your exposure to loss.

For more information call Financial Focus Asset Management, Inc. at 781-829-8626.

Form ADV part II available upon request.

Retirement Planning

Financial Focus Asset Management Inc. enables you to make the most of your retirement by implementing recommending strategies to help ensure the longevity of your retirement capital, assist with taxation minimization and deliver greater peace of mind up to and through retirement.

We are able to assist you with questions such as:

  • How much do I need to retire?
  • Should I increase my contributions into my retirement plan and if so, by how much?
  • At what age can I retire?
  • What investments should I be making if I want to retire in 5, 10 or 20 years?
  • What tax saving strategies are available?
  • How do I make my savings last through retirement

College Planning

College planning is a process that includes a variety of factors – all of which can seem overwhelming at times. It doesn’t have to be that way! At Financial Focus Asset Management Inc. Financial Services*, we can assist you and your family with guidance and support from the day your child is born through the college years and beyond.

Saving for College

Starting early is the key to accumulating the funds necessary for a college education.  We can help you evaluate options that combine tax advantages, flexibility and your overall investment needs.

Paying for College

As the cost of college continues to rise, many families turn to a variety of strategies to pay for their student’s education.  These may include savings as well as borrowing and financial aid.  We can help you evaluate your family’s resources and provide guidance on balancing education goals with other financial goals, such as retirement.

Medicaide Planning

Medicaid planning can be a tricky avenue to navigate, but Financial Focus Asset Management Inc. is here to help. In this post, we will discuss Medicaid planning generally, and cover the two most frequently utilized Medicaid planning strategies:

  • Individual
  • Married couple

We work with our or your Attorney to establish the proper trust protection. We then help Manage and Maintain tax compliance going forward.

Estate Planning

Estate planning requires consideration of how your assets will be managed in the event of incapacity as much as in the event of death.

Financial Focus Asset Management Inc. can help to ensure that your wishes are given effect through the most reliable means possible and are available to act As Trustee  where needed to ensure that this is accomplished in the most efficient and tax effective manner possible.

An Adviser’s skill in estate planning is crucial in ensuring the most beneficial outcome in the management of your assets.

Succession Planning

Most businesses are not succession ready and it is essential for owners to plan for business succession properly.

Having a well thought through plan is the backbone to a successful succession. Financial Focus Asset Management Inc. can create an effective succession plan which will consider your current situation while ensuring flexibility to deal with unexpected crises which can, and often do, occur.

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