Focal Point is a financial advisory firm based in Southern California. The company serves business owners and professionals (labeled as Workaholics) who valuate their time as priceless, and work long hours for the love of their businesses, families, and what matters most to them; and instead of adding more work and compromising good decisions and quality of life trying to learn how to grow, protect, and enjoy their wealth, they outsource full-time, expert financial management to Focal Point to perform the following services:
Investment & Retirement Planning: Client & family portfolios are constructed by understanding client risk profiles & desired results, considering all relevant opportunities offered in the marketplace, making recommendations based on facts, and achieving maximum growth
Asset Protection: Strategies to insulate client & family assets from income loss, lawsuits, creditors, bad advice and other events that can disrupt peace of mind
Estate Planning: Assets are kept away from government, taxes, the public, and disputes at death. Clients’ legacies are continued, honored & stays with family, charity and exact wishes in tact
When I started the company I was active in business and partner development for the above services. I have since then stepped down and become Chairman of the Board to focus on franchising activity, and have delegated business to my a trusted group of investment advisors.
For inquiries about learning more, working together if you are a professional advisor (CPA’s, investment planners, insurance agents, business and real estate agents, etc.), and/or to become a client, click here.