My highest priority is getting you where
you want to be. If it's an important goal for you, then it's important
to me to help get you there. Whether you need a road map for
retirement investing or want an answer to a specific financial
challenge, I am available.
My goal is to provide the peace of mind
that comes with knowing you have entrusted your financial future
to a team of experienced professionals that cares about making
your dreams a reality - regardless of the size of your portfolio.
I work with retirees, busy professionals
and growing families who are motivated to achieve financial success
or need help with the challenges that result from a life changing
event.
For more than 18 years I have been involved
in helping individuals and organizations tackle complex financial
issues through a progressive career in mortgage banking. For
the last ten years I have focused my practice on all aspects of
retirement and investment planning and have published articles
on a variety of financial planning issues.
I am a CHARTERED RETIREMENT PLANNING COUNSELOR(sm)
and CERTIFIED FINANCIAL PLANNER™
Professional. I earned a Master of Science degree in Finance from
Bentley College and an undergraduate honors degree from the University
of Massachusetts.
Based on my credentials, education, and
fee only practices I also hold a five-star quality rating from
the Paladin Registry, earned by fewer than 3% of planners in the
country.
I am never too busy to help you or someone
you know and care about.
Feel free to contact me via e-mail at
steve@focus-capital.com
or visit my Web site
www.focus-capital.com
