Focus Financial believes that financial confidence is achieved using solid strategies, objectivity and a large variety of investments and tools that best meet YOUR unique needs and goals. By using LPL Financial as our broker/dealer we offer our clients a complete array of financial services free from broker/dealer conflicts of interest. LPL has been the leading independent financial services firm in the US for 11 consecutive years. We offer unbiased research, leading-edge technology and non-proprietary products to help you achieve your goals.

RETIREMENT PLANS
INVESTMENTS
INSURANCE

IRA's and IRA Rollovers

Roth IRA's

Simplified Employee Pension Plans (SEP's)

SIMPLE retirement plans

401(k), 403(b), 457 and Profit Sharing Plans

Retirement Planning

Financial Planning

Trust*

Mutual Funds and ETF's

Stocks and Bonds

Annuities

Real Estate Investment Trusts (REITS)

Unit Investment Trusts

Life Insurance

Long-Term Care Insurance

* LPL Financial Representatives offer access to Turst Services through The Private Trust Company, an affiliate of LPL Financial.