About Focus Wealth Management

Focus Wealth Management is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?
  • Am I saving enough?

Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition. Please call us at 513-942-0445 if you think your plan is out-of-date. Most people need to update their plan each year to help ensure that it is in step with their life. If it's been a while, act today.