Services

Focus Financial offers a full array of non-proprietary products and services to help you develop a comprehensive, customized financial plan and reach your financial goals.

 

[twocol_one]INVESTMENTS*[/twocol_one][twocol_one_last]INSURANCE[/twocol_one_last]

[twocol_one]Mutual Funds[/twocol_one][twocol_one_last]Disability Insurance[/twocol_one_last]

[twocol_one]Certificates of Deposit[/twocol_one][twocol_one_last]Fixed, Variable, and Term Life Insurance[/twocol_one_last]

[twocol_one]Stocks and Bonds[/twocol_one][twocol_one_last]Health Insurance[/twocol_one_last]

[twocol_one]Variable and Fixed Annuities[/twocol_one][twocol_one_last]Long-Term Health Care Insurance[/twocol_one_last]

[twocol_one]Real Estate Investment Trusts (REIT)[/twocol_one][twocol_one_last]Buy-Sell Policies including Overhead Expense Protection[/twocol_one_last]

[twocol_one][/twocol_one][twocol_one_last]Employee Benefits[/twocol_one_last]

[twocol_one][/twocol_one][twocol_one_last][/twocol_one_last]

[twocol_one]RETIREMENT PLANS[/twocol_one][twocol_one_last]PLANNING SERVICES[/twocol_one_last]

[twocol_one]401(k), 403(b), 457, and Profit Sharing Plans[/twocol_one][twocol_one_last]Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset Preservation[/twocol_one_last]

[twocol_one]Individual Retirement Accounts (IRAs) and Roths[/twocol_one][twocol_one_last]Employee Worksite Financial Education Seminars[/twocol_one_last]

[twocol_one]Simplified Employee Pension Plans (SEPs), and SIMPLE Retirement Plans[/twocol_one][twocol_one_last]Business Planning including Cash Flow, Debt Restructuring, Valuation and Risk Management[/twocol_one_last]

[twocol_one]Non-Qualified Deferred Compensation Plans[/twocol_one][twocol_one_last][/twocol_one_last]

 

INVESTMENT PRODUCTS: NOT FEDERALLY INSURED • NO FINANCIAL INSTITUTION GUARANTEE • MAY LOSE VALUE

*Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

This communication is strictly intended for individuals residing in the states of AZ,CA,FL,GA,IA,IL,IN,MN,NV,OH,SD,UT,VA,WA,WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.