Focused Financial Group, LLC
Wealth Management
Wealth management at Focused Financial Group means a written plan that connects your investments, retirement accounts, insurance and estate documents to the goals you set, reviewed with you on an ongoing basis. We work with individuals and families in metro Atlanta and Cobb County, with a focus on people in transition: marriage, a new child, a home purchase, a job change, or the years before and after retirement.
What does a wealth management plan include?
It starts with your goals and a full picture of what you have today: accounts, income, debts, insurance and estate documents. From there we build a written plan covering cash flow and budgeting, debt management, education funding, accumulation and investment strategies, tax-aware planning, retirement income, and estate and charitable giving strategies. The plan is updated as your life changes.
How do you manage investments?
We match an investment strategy to your time horizon, your comfort with risk and the goal each account serves. Investment reviews look at allocation, costs and how each account fits the overall plan. All investments carry risk, including the possible loss of principal, and no strategy guarantees a profit or protects against loss in a declining market.
When should I start retirement planning?
Earlier is easier, but the most common starting point is a life change: a new job with a different retirement plan, an inheritance, a business sale, or a retirement date within ten years. A retirement review covers how much you are saving, where it is invested, what income your accounts could support, and when required minimum distributions begin.
Do you work with my CPA and attorney?
Yes. We coordinate with your tax and legal advisors so that your plan, your tax return and your estate documents say the same thing. We do not provide tax or legal advice.
Who is this for?
Families who want one plan for their accounts, insurance and goals
Professionals changing jobs or receiving equity compensation
People within ten years of retirement who want to know whether they are on track
Anyone who has recently married, had a child, bought a home or lost a spouse
Talk with us
The first conversation is about your goals and what you have in place today. Call 770-250-7588 or use the Contact Us page to schedule a meeting at our Cumberland office or by video.