Financial Planning

Financial Planning

When it comes to financial planning there is not a one-size-fits-all plan. Each plan is tailored to specific household needs.

A financial plan combines your unique assets, expenses and goals to help your advisor determine whether you are on track for retirement. The plan also serves as a guide to help decide if changes need to be made.

Financial plans do not just help when planning for retirement, they also assist in decision making for everyday life. Through your financial plan you can determine whether you can afford your dream car, a new house, a career change and so much more. This plan can also help you determine whether a budget is needed and how to create one.

Financial plans can be whatever you want or need them to be.

Phocus Financial takes pride in tailoring custom plans for each of our clients.

Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.

Phocus Financial