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Financial Strategies

12 Financial Strategies:

  • Spend less. Save More
  • Take advantage of market declines
  • Contribute to your company retirement plans
  • Update your contingency plan
  • Review and update beneficiaries
  • Seek assistance with managed money
  • Utilize investment products with specific strategies
  • Replicate institutional strategies for the individual investor
  • Income for life methodology
  • Risk based management approach

Implementing the Financial Strategy:

Creating and implementing a comprehensive financial strategy generally involves working with financial professionals to:

  • Develop a clear picture of your current financial situation by reviewing your income, assets, and liabilities, and evaluating your insurance coverage, your investment portfolio, your tax exposure, and your estate plan
  • Establish and prioritize financial goals and time frames for working towards these goals
  • Implement strategies that address your current financial weaknesses and build on your financial strengths
  • Choose specific products and services that are tailored to address your financial objectives
  • Monitor your plan, making adjustments as your goals, time frames, or circumstances change.

Services

  • Investment Consulting
  • Retirement Solutions
  • Financial Strategies
  • Contingency Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (760) 230-1880 x103
Fax: (760) 230-1341

Email: slewis@focusinvestment.com

511 Saxony Place #102, Encinitas, CA 92024

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The financial consultants at Focus Investment Advisors are registered representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Focus Investment Advisors, a registered investment advisor and separate entity from LPL Financial.

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