We are an independent firm providing comprehensive, fee-only financial planning and investment advisory services for individuals, families, and small business owners. FFP is a Registered Investment Adviser licensed with the State of Florida Office of Financial Regulation and the State of Wisconsin Department of Financial Institutions â€" Division of Securities. Why choose Focused Financial Planning? We are a relationship oriented firm, not transaction oriented. We provide financial planning advice and counsel. We develop plans that are tailor made to each client's particular situation. We do not sell products; we manage client relationships. Therefore, no income is generated through commissions. In order to provide our clients with the most objective recommendations possible, we receive income from clients in the form of fees only. In all of our client engagements we use a disciplined approach to the financial planning process in order to (1) develop coordinated, comprehensive strategies, (2) recommend alternative courses of action, and (3) help clients implement a well designed plan to address their needs.
View Top Employees from Focused Financial Planning LLCWebsite | http://www.focusedfinancial.com |
Revenue | $3 million |
Employees | 1 (1 on RocketReach) |
Address | 339 Odyssey Pl, The Villages, Florida 32162, US |
Phone | (352) 391-1008 |
Industry | Investment Banking, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Focused Financial Planning LLC employee's phone or email?
The Focused Financial Planning LLC annual revenue was $3 million in 2023.
William Schaidt is the Founder and Principal of Focused Financial Planning LLC.
1 people are employed at Focused Financial Planning LLC.
Focused Financial Planning LLC is based in The Villages, Florida.
The NAICS codes for Focused Financial Planning LLC are [52, 523, 52393, 5239].
The SIC codes for Focused Financial Planning LLC are [628, 62].