• 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.

Listen live
Broadcasted Radio Show
First Class Support
Newsletter

Related Links

Massachusetts Service Area

Investment, Taxation & Accounting Services in Abington, Massachusetts – Investment, Taxation & Accounting Services in Acton, Massachusetts – Investment, Taxation & Accounting Services in Amesbury, Massachusetts – Investment, Taxation & Accounting Services in Andover, Massachusetts – Investment, Taxation & Accounting Services in Arlington, Massachusetts – Investment, Taxation & Accounting Services in Ashland, Massachusetts – Investment, Taxation & Accounting Services in Athol, Massachusetts – Investment, Taxation & Accounting Services in Attleboro, Massachusetts – Investment, Taxation & Accounting Services in Avon, Massachusetts – Investment, Taxation & Accounting Services in Back Bay, Massachusetts – Investment, Taxation & Accounting Services in Beacon Hill, Massachusetts – Investment, Taxation & Accounting Services in Bedford, Massachusetts – Investment, Taxation & Accounting Services in Bellingham, Massachusetts – Investment, Taxation & Accounting Services in Belmont, Massachusetts – Investment, Taxation & Accounting Services in Beverly, Massachusetts – Investment, Taxation & Accounting Services in Billerica, Massachusetts – Investment, Taxation & Accounting Services in Bolton, Massachusetts – Investment, Taxation & Accounting Services in Boston, Massachusetts – Investment, Taxation & Accounting Services in Boxboro, Massachusetts – Investment, Taxation & Accounting Services in Boxborough, Massachusetts – Investment, Taxation & Accounting Services in Oxford, Massachusetts – Investment, Taxation & Accounting Services in Boylston, Massachusetts – Investment, Taxation & Accounting Services in Braintree, Massachusetts – Investment, Taxation & Accounting Services in Bridgewater, Massachusetts – Investment, Taxation & Accounting Services in Brighton, Massachusetts – Investment, Taxation & Accounting Services in Brockton, Massachusetts – Investment, Taxation & Accounting Services in Brookline, Massachusetts – Investment, Taxation & Accounting Services in Burlington, Massachusetts – Investment, Taxation & Accounting Services in Cambridge, Massachusetts – Investment, Taxation & Accounting Services in Canton, Massachusetts – Investment, Taxation & Accounting Services in Carlisle, Massachusetts – Investment, Taxation & Accounting Services in Carver, Massachusetts – Investment, Taxation & Accounting Services in Charlestown, Massachusetts – Investment, Taxation & Accounting Services in Charlton, Massachusetts – Investment, Taxation & Accounting Services in Chelmsford, Massachusetts – Investment, Taxation & Accounting Services in Chelsea, Massachusetts – Investment, Taxation & Accounting Services in Chestnut Hill, Massachusetts – Investment, Taxation & Accounting Services in Clinton, Massachusetts – Investment, Taxation & Accounting Services in Cohasset, Massachusetts – Investment, Taxation & Accounting Services in Concord, Massachusetts – Investment, Taxation & Accounting Services in Danvers, Massachusetts – Investment, Taxation & Accounting Services in Dedham, Massachusetts – Investment, Taxation & Accounting Services in Dighton, Massachusetts – Investment, Taxation & Accounting Services in Douglas, Massachusetts – Investment, Taxation & Accounting Services in Dover, Massachusetts – Investment, Taxation & Accounting Services in Dracut, Massachusetts – Investment, Taxation & Accounting Services in Dunstable, Massachusetts – Investment, Taxation & Accounting Services in Duxbury, Massachusetts – Investment, Taxation & Accounting Services in East Boston, Massachusetts – Investment, Taxation & Accounting Services in Easton, Massachusetts – Investment, Taxation & Accounting Services in Essex, Massachusetts – Investment, Taxation & Accounting Services in Everett, Massachusetts – Investment, Taxation & Accounting Services in Fall River, Massachusetts – Investment, Taxation & Accounting Services in Fitchburg, Massachusetts – Investment, Taxation & Accounting Services in Foxboro, Massachusetts – Investment, Taxation & Accounting Services in Framingham, Massachusetts – Investment, Taxation & Accounting Services in Franklin, Massachusetts – Investment, Taxation & Accounting Services in Freetown, Massachusetts – Investment, Taxation & Accounting Services in Gardner, Massachusetts – Investment, Taxation & Accounting Services in Georgetown, Massachusetts – Investment, Taxation & Accounting Services in Gloucester, Massachusetts – Investment, Taxation & Accounting Services in Grafton, Massachusetts – Investment, Taxation & Accounting Services in Groton, Massachusetts – Investment, Taxation & Accounting Services in Halifax, Massachusetts – Investment, Taxation & Accounting Services in Hamilton, Massachusetts – Investment, Taxation & Accounting Services in Hanover, Massachusetts – Investment, Taxation & Accounting Services in Hanson, Massachusetts – Investment, Taxation & Accounting Services in Harvard, Massachusetts – Investment, Taxation & Accounting Services in Hingham, Massachusetts – Investment, Taxation & Accounting Services in Holbrook, Massachusetts – Investment, Taxation & Accounting Services in Holden, Massachusetts – Investment, Taxation & Accounting Services in Holliston, Massachusetts – Investment, Taxation & Accounting Services in Hopkinton, Massachusetts – Investment, Taxation & Accounting Services in Hubbardston, Massachusetts – Investment, Taxation & Accounting Services in Hudson, Massachusetts – Investment, Taxation & Accounting Services in Hull, Massachusetts – Investment, Taxation & Accounting Services in Ipswich, Massachusetts – Investment, Taxation & Accounting Services in Kingston, Massachusetts – Investment, Taxation & Accounting Services in Lakeville, Massachusetts – Investment, Taxation & Accounting Services in Lancaster, Massachusetts – Investment, Taxation & Accounting Services in Leicester, Massachusetts – Investment, Taxation & Accounting Services in Leominster, Massachusetts – Investment, Taxation & Accounting Services in Lexington, Massachusetts – Investment, Taxation & Accounting Services in Lincoln, Massachusetts – Investment, Taxation & Accounting Services in Littleton, Massachusetts – Investment, Taxation & Accounting Services in Lowell, Massachusetts – Investment, Taxation & Accounting Services in Lunenburg, Massachusetts – Investment, Taxation & Accounting Services in Lynn, Massachusetts – Investment, Taxation & Accounting Services in Lynnfield, Massachusetts – Investment, Taxation & Accounting Services in Malden, Massachusetts – Investment, Taxation & Accounting Services in Manchester, Massachusetts – Investment, Taxation & Accounting Services in Manomet, Massachusetts – Investment, Taxation & Accounting Services in Mansfield, Massachusetts – Investment, Taxation & Accounting Services in Marblehead, Massachusetts – Investment, Taxation & Accounting Services in Marlboro, Massachusetts – Investment, Taxation & Accounting Services in Marlborough, Massachusetts – Investment, Taxation & Accounting Services in Marshfield, Massachusetts – Investment, Taxation & Accounting Services in Maynard, Massachusetts – Investment, Taxation & Accounting Services in Medfield, Massachusetts – Investment, Taxation & Accounting Services in Medford, Massachusetts – Investment, Taxation & Accounting Services in Medway, Massachusetts – Investment, Taxation & Accounting Services in Melrose, Massachusetts – Investment, Taxation & Accounting Services in Mendon, Massachusetts – Investment, Taxation & Accounting Services in Merrimack, Massachusetts – Investment, Taxation & Accounting Services in Methuen, Massachusetts – Investment, Taxation & Accounting Services in Middleboro, Massachusetts – Investment, Taxation & Accounting Services in Middleton, Massachusetts – Investment, Taxation & Accounting Services in Milford, Massachusetts – Investment, Taxation & Accounting Services in Millbury, Massachusetts – Investment, Taxation & Accounting Services in Millis, Massachusetts – Investment, Taxation & Accounting Services in Milton, Massachusetts – Investment, Taxation & Accounting Services in Nahant, Massachusetts – Investment, Taxation & Accounting Services in Natick, Massachusetts – Investment, Taxation & Accounting Services in Needham, Massachusetts – Investment, Taxation & Accounting Services in Newbury, Massachusetts – Investment, Taxation & Accounting Services in Newburyport, Massachusetts – Investment, Taxation & Accounting Services in Newton, Massachusetts – Investment, Taxation & Accounting Services in Norfolk, Massachusetts – Investment, Taxation & Accounting Services in North Andover, Massachusetts – Investment, Taxation & Accounting Services in North Chelmsford, Massachusetts – Investment, Taxation & Accounting Services in North Grafton, Massachusetts – Investment, Taxation & Accounting Services in North Quincy, Massachusetts – Investment, Taxation & Accounting Services in Northboro, Massachusetts – Investment, Taxation & Accounting Services in Northborough, Massachusetts – Investment, Taxation & Accounting Services in Northbridge, Massachusetts – Investment, Taxation & Accounting Services in Norton, Massachusetts – Investment, Taxation & Accounting Services in Norwell, Massachusetts – Investment, Taxation & Accounting Services in Norwood, Massachusetts – Investment, Taxation & Accounting Services in Orange, Massachusetts – Investment, Taxation & Accounting Services in Peabody, Massachusetts – Investment, Taxation & Accounting Services in Pembroke, Massachusetts – Investment, Taxation & Accounting Services in Pepperell, Massachusetts – Investment, Taxation & Accounting Services in Plymouth, Massachusetts – Investment, Taxation & Accounting Services in Plympton, Massachusetts – Investment, Taxation & Accounting Services in Quincy, Massachusetts – Investment, Taxation & Accounting Services in Randolph, Massachusetts – Investment, Taxation & Accounting Services in Raynham, Massachusetts – Investment, Taxation & Accounting Services in Reading, Massachusetts – Investment, Taxation & Accounting Services in Rehoboth, Massachusetts – Investment, Taxation & Accounting Services in Revere, Massachusetts – Investment, Taxation & Accounting Services in Rockland, Massachusetts – Investment, Taxation & Accounting Services in Rockport, Massachusetts – Investment, Taxation & Accounting Services in Rowley, Massachusetts – Investment, Taxation & Accounting Services in Salem, Massachusetts – Investment, Taxation & Accounting Services in Salisbury, Massachusetts – Investment, Taxation & Accounting Services in Saugus, Massachusetts – Investment, Taxation & Accounting Services in Scituate, Massachusetts – Investment, Taxation & Accounting Services in Sharon, Massachusetts – Investment, Taxation & Accounting Services in Sherborn, Massachusetts – Investment, Taxation & Accounting Services in Shirley, Massachusetts – Investment, Taxation & Accounting Services in Shrewsbury, Massachusetts – Investment, Taxation & Accounting Services in Somerville, Massachusetts – Investment, Taxation & Accounting Services in South Grafton, Massachusetts – Investment, Taxation & Accounting Services in Southboro, Massachusetts – Investment, Taxation & Accounting Services in Southborough, Massachusetts – Investment, Taxation & Accounting Services in Southbridge, Massachusetts – Investment, Taxation & Accounting Services in Spencer, Massachusetts – Investment, Taxation & Accounting Services in Sterling, Massachusetts – Investment, Taxation & Accounting Services in Stoneham, Massachusetts – Investment, Taxation & Accounting Services in Stoughton, Massachusetts – Investment, Taxation & Accounting Services in Sturbridge, Massachusetts – Investment, Taxation & Accounting Services in Sudbury, Massachusetts – Investment, Taxation & Accounting Services in Sutton, Massachusetts – Investment, Taxation & Accounting Services in Swampscott, Massachusetts – Investment, Taxation & Accounting Services in Taunton, Massachusetts – Investment, Taxation & Accounting Services in Templeton, Massachusetts – Investment, Taxation & Accounting Services in Tewksbury, Massachusetts – Investment, Taxation & Accounting Services in Topsfield, Massachusetts – Investment, Taxation & Accounting Services in Townsend, Massachusetts – Investment, Taxation & Accounting Services in Tyngsboro, Massachusetts – Investment, Taxation & Accounting Services in Tyngsborough, Massachusetts – Investment, Taxation & Accounting Services in Upton, Massachusetts – Investment, Taxation & Accounting Services in Uxbridge, Massachusetts – Investment, Taxation & Accounting Services in Wakefield, Massachusetts – Investment, Taxation & Accounting Services in Walpole, Massachusetts – Investment, Taxation & Accounting Services in Waltham, Massachusetts – Investment, Taxation & Accounting Services in Watertown, Massachusetts – Investment, Taxation & Accounting Services in Wayland, Massachusetts – Investment, Taxation & Accounting Services in Webster, Massachusetts – Investment, Taxation & Accounting Services in Wellesley, Massachusetts – Investment, Taxation & Accounting Services in West Newbury, Massachusetts – Investment, Taxation & Accounting Services in West Roxbury, Massachusetts – Investment, Taxation & Accounting Services in Westboro, Massachusetts – Investment, Taxation & Accounting Services in Westford, Massachusetts – Investment, Taxation & Accounting Services in Weston, Massachusetts – Investment, Taxation & Accounting Services in Westwood, Massachusetts – Investment, Taxation & Accounting Services in Weymouth, Massachusetts – Investment, Taxation & Accounting Services in Whitinsville, Massachusetts – Investment, Taxation & Accounting Services in Whitman, Massachusetts – Investment, Taxation & Accounting Services in Wilmington, Massachusetts – Investment, Taxation & Accounting Services in Winchester, Massachusetts – Investment, Taxation & Accounting Services in Winthrop, Massachusetts – Investment, Taxation & Accounting Services in Woburn, Massachusetts – Investment, Taxation & Accounting Services in Worcester, Massachusetts – Investment, Taxation & Accounting Services in Wrentham, Massachusetts

New Hampshire and Maine Service Area

Investment, Taxation & Accounting Services in Amherst, New Hampshire – Investment, Taxation & Accounting Services in Atkinson, New Hampshire – Investment, Taxation & Accounting Services in Auburn, New Hampshire – Investment, Taxation & Accounting Services in Bagley, New Hampshire – Investment, Taxation & Accounting Services in Barnstead, New Hampshire – Investment, Taxation & Accounting Services in Barrington, New Hampshire – Investment, Taxation & Accounting Services in Bedford, New Hampshire – Investment, Taxation & Accounting Services in Boscawen, New Hampshire – Investment, Taxation & Accounting Services in Bow, New Hampshire – Investment, Taxation & Accounting Services in Brentwood, New Hampshire – Investment, Taxation & Accounting Services in Brookline, New Hampshire – Investment, Taxation & Accounting Services in Camp Hedding, New Hampshire – Investment, Taxation & Accounting Services in Candia, New Hampshire – Investment, Taxation & Accounting Services in Canterbury, New Hampshire – Investment, Taxation & Accounting Services in Chase Village, New Hampshire – Investment, Taxation & Accounting Services in Chichester, New Hampshire – Investment, Taxation & Accounting Services in Clinton Grove, New Hampshire – Investment, Taxation & Accounting Services in Concord, New Hampshire – Investment, Taxation & Accounting Services in Contoocook, New Hampshire – Investment, Taxation & Accounting Services in Danville, New Hampshire – Investment, Taxation & Accounting Services in Davisville, New Hampshire – Investment, Taxation & Accounting Services in Deerfield, New Hampshire – Investment, Taxation & Accounting Services in Deering, New Hampshire – Investment, Taxation & Accounting Services in Derry, New Hampshire – Investment, Taxation & Accounting Services in Dexter Corner, New Hampshire – Investment, Taxation & Accounting Services in Dover, New Hampshire – Investment, Taxation & Accounting Services in Durham, New Hampshire – Investment, Taxation & Accounting Services in East Hampstead, New Hampshire – Investment, Taxation & Accounting Services in Epping, New Hampshire – Investment, Taxation & Accounting Services in Epsom, New Hampshire – Investment, Taxation & Accounting Services in Exeter, New Hampshire – Investment, Taxation & Accounting Services in Francestown, New Hampshire – Investment, Taxation & Accounting Services in Gerrish, New Hampshire – Investment, Taxation & Accounting Services in Goffstown, New Hampshire – Investment, Taxation & Accounting Services in Gonic, New Hampshire – Investment, Taxation & Accounting Services in Grasmere, New Hampshire – Investment, Taxation & Accounting Services in Greenfield, New Hampshire – Investment, Taxation & Accounting Services in Greenville, New Hampshire – Investment, Taxation & Accounting Services in Henniker, New Hampshire – Investment, Taxation & Accounting Services in Hollis, New Hampshire – Investment, Taxation & Accounting Services in Hooksett, New Hampshire – Investment, Taxation & Accounting Services in Hopkinton, New Hampshire – Investment, Taxation & Accounting Services in Hornetown, New Hampshire – Investment, Taxation & Accounting Services in Hudson, New Hampshire – Investment, Taxation & Accounting Services in Kingston, New Hampshire – Investment, Taxation & Accounting Services in Lee, New Hampshire – Investment, Taxation & Accounting Services in Litchfield, New Hampshire – Investment, Taxation & Accounting Services in Londonderry, New Hampshire – Investment, Taxation & Accounting Services in Louden, New Hampshire – Investment, Taxation & Accounting Services in Lyndeborough, New Hampshire – Investment, Taxation & Accounting Services in Madbury, New Hampshire – Investment, Taxation & Accounting Services in Manchester, New Hampshire – Investment, Taxation & Accounting Services in Marshall Corner, New Hampshire – Investment, Taxation & Accounting Services in Mason, New Hampshire – Investment, Taxation & Accounting Services in Milford, New Hampshire – Investment, Taxation & Accounting Services in Mont Vernon, New Hampshire – Investment, Taxation & Accounting Services in Nashua, New Hampshire – Investment, Taxation & Accounting Services in New Boston, New Hampshire – Investment, Taxation & Accounting Services in New Market, New Hampshire – Investment, Taxation & Accounting Services in Newington, New Hampshire – Investment, Taxation & Accounting Services in Newton, New Hampshire – Investment, Taxation & Accounting Services in North Pembroke, New Hampshire – Investment, Taxation & Accounting Services in Northwood, New Hampshire – Investment, Taxation & Accounting Services in Nottingham, New Hampshire – Investment, Taxation & Accounting Services in Parker, New Hampshire – Investment, Taxation & Accounting Services in Pearis Corner, New Hampshire – Investment, Taxation & Accounting Services in Pelham, New Hampshire – Investment, Taxation & Accounting Services in Penacook, New Hampshire – Investment, Taxation & Accounting Services in Pittsfield, New Hampshire – Investment, Taxation & Accounting Services in Plaistow, New Hampshire – Investment, Taxation & Accounting Services in Portsmouth, New Hampshire – Investment, Taxation & Accounting Services in Raymond, New Hampshire – Investment, Taxation & Accounting Services in Riverhill, New Hampshire – Investment, Taxation & Accounting Services in Rochester, New Hampshire – Investment, Taxation & Accounting Services in Salem, New Hampshire – Investment, Taxation & Accounting Services in Sandown, New Hampshire – Investment, Taxation & Accounting Services in Shaker Village, New Hampshire – Investment, Taxation & Accounting Services in Smithville, New Hampshire – Investment, Taxation & Accounting Services in Snyders Hill, New Hampshire – Investment, Taxation & Accounting Services in South Hampton, New Hampshire – Investment, Taxation & Accounting Services in Strafford, New Hampshire – Investment, Taxation & Accounting Services in Stratham, New Hampshire – Investment, Taxation & Accounting Services in Suncook, New Hampshire – Investment, Taxation & Accounting Services in Swetts Mills, New Hampshire – Investment, Taxation & Accounting Services in Warner, New Hampshire – Investment, Taxation & Accounting Services in Weare, New Hampshire – Investment, Taxation & Accounting Services in West Hampstead, New Hampshire – Investment, Taxation & Accounting Services in West Lebanon, New Hampshire – Investment, Taxation & Accounting Services in Wilton, New Hampshire – Investment, Taxation & Accounting Services in Windham, New Hampshire – Investment, Taxation & Accounting Services in Berwick, Maine Service Area – Investment, Taxation & Accounting Services in Kittery, Maine Service Area – Investment, Taxation & Accounting Services in Lebanon, Maine Service Area – Investment, Taxation & Accounting Services in Eliot, Maine Service Area – Investment, Taxation & Accounting Services in Saco, Maine Service Area – Investment, Taxation & Accounting Services in Ogunquit, Maine Service Area – Investment, Taxation & Accounting Services in Sanford, Maine Service Area – Investment, Taxation & Accounting Services in Wells, Maine Service Area – Investment, Taxation & Accounting Services in York, Maine Service Area.