Managing Partner of Focus Planning Group, LLC; Found of Wealth Management for the Real World.com. We are located in Bayport, New York. We work with clients all throughout the region including Sayville, Blue Point, Oakdale, Great River, Patchogue, and more. We also work with clients out of state utilizing technologies for meetings and communications.
- Bonds & Fixed Income
- Business Planning
- Education Savings
- Estate Planning
- Life Insurance
- Mutual Funds
- Retirement Planning
- Risk Management
- Tax Advantaged Investments
Accredited Asset Management Specialist? (AAMS®)
Accredited Investment Fiduciary® (AIF®)
Certified Financial Planner™ (CFP®)
Chairman of the Networking Committee
Focus Planning Group, LLC is a New York registered investment advisor and in other jurisdictions where exempted.