Focal Point Planning
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
754 The Alameda Apt 2318, San Jose, Cali...Phone Number
(408) 464-6992Website
www.focalpointplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Focal Point Planning
Focal Point Financial Planning is a fee-only advisory firm based in Pleasant Grove, Utah, specializing in tax-smart retirement planning for business owners and working professionals over the age of 50. The firm aims to help clients navigate retirement without incurring excessive tax burdens, providing personalized financial advice and guidance. With a commitment to fiduciary standards, Focal Point operates independently, avoiding sales tactics and commissions. They offer services both in-person and virtually across the nation, starting with a free introductory call to assess client needs.Explore more
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Focal Point Financial Planning is a fee-only advisory firm based in Pleasant Grove, Utah, specializing in tax-smart retirement planning for business owners and working professionals over the age of 50. The firm aims to help clients navigate retirement without incurring excessive tax burdens, providing personalized financial advice and guidance. Wit... Read More
