Focused Financial Group, LLC
Financial Services
Focused Financial Group provides financial planning, investment, retirement, insurance and business planning services to individuals, families and business owners in metro Atlanta. Our work is organized around three goals: building wealth, managing taxes as part of a plan, and managing risk.
Build wealth
Retirement planning, investment management and accumulation strategies, education funding, and account types including brokerage accounts, traditional and Roth IRAs, SEP and SIMPLE IRAs, 529 plans, annuities and managed accounts. Read about wealth management.
Manage taxes
Tax-aware planning coordinated with your CPA: how account types, contribution choices, retirement distributions, Roth conversions and charitable giving affect your taxes over time. We do not provide tax advice. Read about tax planning.
Manage risk
Life, disability income and long-term care insurance reviews for families and businesses, including term and permanent life insurance and annuities. Read about insurance and risk management.
Business owners and employers
Business succession and exit planning, buy-sell and key person coverage, nonqualified deferred compensation and executive bonus plans, and employer retirement plans including 401(k), 403(b), profit-sharing, defined benefit and ESOPs. Business planning and employee benefits.
Which service do I need?
Most clients start with a conversation about a change in their life or business, and the plan determines which services apply. Call 770-250-7588 or use the Contact Us page to get started.