Why Choose Client Focused Financial?
We're on a mission to make sure you are on track to reach your financial goals. Every day we speak with people who don't have an advocate in their corner working for their best interest, helping them reach their financial goals.
Our goal is to be your financial partner and guide you to financial success.
To help you get the service and unbiased advice you deserve.
WE'RE FIDUCIARY ADVISORS
If you need help with your investments, we believe a financial partner is the answer. Our team of fiduciary advisors puts your interests first.
REGULAR REVIEWS ARE KEY
Life changes, are your investment strategies changing with you? We believe that regularly meeting with you is key to staying on top of your financial life. Signing the paperwork isn't the end of the personal service, it's the beginning.
INVESTMENT MANAGEMENT BUILT FOR YOU
Custom portfolios built for you and your goals. Our Investment Team has built institutionally managed portfolios for everyday people, at one low fee.
Get a Free Investment Checkup
How do your investments stack up? Can you do better?
Take our free investment checkup and see where you stand.
Helpful Market Insights
Access our monthly Market Review commentary which provides a simple,
easy-to-understand assessment of the economy and financial markets. Do you have specific questions? Feel free to send us a message below!
The analysts on Wall Street set target prices for the companies that they cover. A bottom up approach that sums those target prices indicates that the index level could reach $3,062, which is a 10% premium above today’s level!
Stock markets are powerful voting machines and quickly update as new information is made available. For investors, a prudent course of action is to remain optimistic.
US stock prices sunk in what was a myriad fourth-quarter and especially dour December. From October’s peak to December’s bottom, the S&P 500’s index level had fallen almost 15%.
The exasperation in international stock markets are in lockstep with the US stock market’s pursuit to find a new bottom. As a whole, broader international stock markets are nearing correction levels this year.
The S&P 500 nearly lost 10% between September 20th and October 29th. At its worst moment, year-to-date gains flipped from being positive to being negative.
US and international stock market divergence certainly has investors wondering about US stocks.
In the backdrop for US stock performance has been another quarter of excellent profit growth.
Now, the US economy is being described as having the best of many worlds. Real growth has gained altitude while inflationary trends are fairly stable.
The Federal Reserve Bank has been primarily focused on containing inflation, but now they may have to get ahead of it.
Italian bond yields rose swiftly to multi-year new highs when the Italian president refused to swear in a trained economist and Eurosceptic as Italy’s next finance minister.
Are You Ready to Get Your Financial Life in Order?
Take action today and get a free strategy session with our team. We'll help point you in the right direction and make sure you're on track.