Connect with Top-Rated Financial Planners in Bayport!

Focus Planning Group provides impartial and transparent financial planning for individuals ages 55 and older transitioning into retirement. We take important, emotionally draining, complicated retirement planning topics and break them down into simple, actionable steps. While teaching you how to spend your money safely and tax-efficiently in retirement and leave a legacy. Our independence is your advantage, with no broker-dealer affiliations or allegiances to banks or brokerage firms. Our sole focus is on your financial well-being.