Company

YOUR VISION IS OUR MISSION

LIKE MOST PEOPLE, YOU HAVE A VISION OF THE FUTURE. At Focus Forward Financial, LLC we believe that if you can dream it, you can do it, but only if you understand what it is you want to accomplish with your financial and personal resources. We want to help you carefully design and commit to a comprehensive plan that will help you reach your dreams.

We understand that you face decisions every day that impact your long-term planning, and there are no quick answers or simple solutions. That is where objective financial advice can make the difference. The right financial approach can help you answer your short-term questions and give you a road map to guide your long-term goals.

OUR PLANNING PROCESS INCLUDES

Fact Finding: We ask pertinent questions to discern your goals and objectives

Analysis: We develop a customized approach to match your unique investment vision.

Strategic Design: We make specific recommendations for ways to help achieve your financial goals.

Implementation: We help ensure your customized financial strategies.

Review: We will review your financial situation relative to your changing circumstances.


The Freedom of Choice

Independence is its own reward.

At Focus Forward Financial, LLC we provide independent, objective, financial advice for retirees and soon to be retirees. As an independent investment managenment firm, Focus Forward Financial, LLC is not pressured by a parent company to direct you into their proprietary products. We have the freedom to provide you with a wide variety of investment choices from among the best that the financial services industry has to offer. As an independent wealth management firm with extensive resources, comprehensive wealth management services and established investment strategies, we can keep you moving forward through every stage of your wealth management game plan. Unlike larger wealth management firms, Focus Forward Financial, LLC does not have to sell proprietary products or meet sales quotas. As a result, our firm thinks outside of the box to provide a higher level of investment alternatives and asset diversification to potentially reduce your overall retirement risk.


We specialize in:

  • Investment Management
  • Estate Planning
  • Tax-Reduction Strategies
  • Alternative Investments LLC
Neither NEXT Financial Group,Inc. nor its representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.