Financial Services
At Focused Financial Group, we provide assistance in the following areas:
Investments & Accounts
- ETF's
- Mutual Funds
- Educational 529 Accounts
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Variable Annuities
- Fixed Annuities
- Indexed Annuities
- Unit Investment Trusts
- Separately Managed Accounts
- Unified Managed Accounts
- Real Estate Investment Trusts
Financial Planning
- Retirement Plans
- Financial Consulting Services
- Tax Strategies
- 401(k) Plans
- 403(b) Plans
- 457 Plans
- Pension Plans
- College Planning
- Estate Planning
- Money Management Strategies
- Money Purchasing Plans
- Profit Sharing Plans
- ESOP (Employee Stock Ownership Plan)
- Nonqualified Deferred Compensation Plans
- Executive Bonus Plans
Insurance
- Individual Disability Income Insurance
- Individual Life Insurance
- Individual Long-Term Care Insurance
- Individual Health Insurance
- Group Health Insurance
- Group Dental Insurance
- Group Vision Insurance
- Group Life Insurance
- Group Long and Short-Term Disability Insurance
- Group Critical Illness Insurance
- Group Accidental Death Insurance
- Medicare Supplements
- Property and Casualty
Health and medical insurance are not endorsed by, issued by or offered through Principal Financial Group nor any of its affiliates.