Focal Point Financial & Insurance Services
Financial Services - Irvine, California, United States
Focal Point Financial & Insurance Services Employees
Focal Point Financial & Insurance Services Senior Management
Focal Point Financial & Insurance Services Details
Focal Point was created with our clients – the busy company owner & professional – in mind. They valuate their time as priceless, & work long hours for the love of their businesses, families, favorite causes & what matters most to them.Our clients understand & appreciate the full-time efforts & complexities financial management requires in order for them to grow, protect & enjoy their wealth. We focus our business on these objectives while they focus on what's truly important…Quality of Life. That is the Focal Point.FOCAL POINT SERVICESInvestment & Retirement Planning: Our client & family portfolios are constructed by understanding client risk profiles & desired results, considering all relevant opportunities offered in the marketplace, making recommendations based on facts, & achieving maximum growthAsset Protection: Our strategies insulate client & family assets from income loss, lawsuits, creditors, bad advice & other events that can disrupt peace of mindEstate Planning: Our client & family assets are kept away from government, taxes, the public, & disputes at death. Your hard-earned legacy is continued, honored & stays with family, charity & exact wishes in tactFOCAL POINT ADVISORY BOARDWe know our business, but do not pretend to know everything. Our clients value transparency & best-in-class advice, just as much as they value their time. Our approach to meeting client objectives is unique in that all recommendations are approved independently by the most talented CPA's, investment planners, insurance agents & other relevant financial professionals in their industry, before they are implemented.If you are a professional advisor & would like to be considered as a member of the Focal Point Advisory Board, please email me with your contact info for an interview.If you'd like a complimentary review or second opinion on any of the above items, please contact us. It is our privilege to improve your life in any way. Thank you.
