Focused Financial Group, LLC
Our Mission Statement
Our mission is to help our clients Imagine, Plan and Achieve financial security so they can focus on what really matters. Focused Financial Group is a financial advisory practice at One Overton Park in Atlanta, GA. Our advisors have served clients through Principal since the 1990s, and we work with business owners, executives and families across Cobb County and metro Atlanta.
What does financial security mean to us?
Protection for the "what ifs" in life, and a plan for your savings and investments that is written down, understood, and reviewed as your life changes. We believe financial planning should not be complicated, and our job is to simplify the process.
Who we serve
Business owners planning for growth, succession or an exit, and the benefits their employees rely on
Executives and professionals with equity compensation, changing jobs or approaching retirement
Individuals and families in transition: marriage, a new child, a home purchase, retirement, or the loss of a spouse
How we are regulated
Our financial advisors are registered representatives of Principal Securities, Inc., a broker-dealer and investment adviser regulated by FINRA and the SEC and a member of SIPC. Insurance is regulated by the Georgia Office of Insurance and Safety Fire Commissioner and the insurance departments of the other states where we are licensed. You can check any advisor's registration and history on FINRA's BrokerCheck, linked at the bottom of every page. Focused Financial Group is not an affiliate of any company of the Principal Financial Group.
How we work
Every client gets a plan built around their own goals, not a template. We coordinate with your CPA and attorney, meet at our Cumberland office or by video, and review the plan with you on a schedule that fits. See Our Process for the five steps.
Our team
Three financial advisors, a financial representative and an administrative assistant, all in one office. Meet them on the Our Team page.
Let's get started
Call 770-250-7588 or use the Contact Us page. The first conversation is about your goals, with no obligation.