3 SIMPLE STEPS TO FINANCIAL FREEDOM

At Focus 1, we have developed a streamlined and technologically advanced process to deliver sophisticated portfolio management to investors using a Secure, Smart, and Simple approach. Our process comprises of 3 simple steps:

  1. Schedule an appointment with us so that we can learn about your circumstances and develop a financial plan that satisfies your needs and goals

     

  2. We’ll then design and tailor an investment portfolio suited to your individual needs and goals, and
  3. We’ll monitor your portfolio & make suggestions and investment recommendations on an ongoing basis, in real-time.

STEP 1 – YOUR FINANCIAL PLAN

So you’ve made the positive decision to grow your wealth and improve your lifestyle by investing for your future. The first step in the process is to book a consultation with our wealth management team to obtain your tailor-made financial plan.

To book your free consultation, click the button below and take your first step towards financial freedom today:

In the meantime, learn more about what we’ll cover in our call, and how we go about building a financial plan that meets your needs.

SMART

At Focus 1 Advisors we believe there is a Smarter Way to Invest™.

The cornerstone of a great financial plan is a sound investment process. We believe in using smart formulas to help automate good decisions, while simultaneously avoiding bad ones.

Each decision our portfolios make is based on proven, academic research. We’ve structured three specific processes to enhance each your experience:

  1. Customized Asset Allocation
  2. Money Manager Selection
  3. Tactical, Ongoing Asset Management

SECURE

FormulaFolios is the exclusive provider of WealthGuard™ technology. WealthGuard™ is a revolutionary way to monitor your portfolio and invest with confidence. We believe this combination is a Smart and Secure approach.

Each day, WealthGuard™ tracks your portfolio relative to your all-time high watermark value. Based on your unique risk profile, you’ll also be tracking your WealthGuard™ Value. This value becomes the “early warning system” for your portfolio, allowing you to invest with confidence and always knowing the limit your portfolio might decline before moved to a more conservative investment plan to help protect investment gains from further market losses.

Since the WealthGuard™ Value is updated each time your portfolio reaches a new all-time high, you’re also creating a new (and higher) WealthGuard™ Value.

SIMPLE

Your financial future doesn’t have to be complicated. It’s simple when you work with FormulaFolios to save and invest, and WealthGuard™ to monitor and help protect.

With FormulaFolios and WealthGuard™, you’ll get:

  • Daily alerts of new all-time highs
  • Weekly financial summaries
  • Simple, easy-to-read quarterly performance reports
  • Reputable, transparent account custodians
  • Annual gain/loss reports for easy tax planning
  • A knowledgeable, professional financial advisor

STEP 2 – YOUR CUSTOM-DESIGNED INVESTMENT PORTFOLIO

Portfolios are custom tailored for each individual client using their unique financial goals. Our proprietary asset allocation algorithm takes into account each client’s Risk Profile, Investment Objectives, and Tax Qualification of their investments. The algorithm then automatically optimizes the ideal blend of 7 unique investment strategies to create a Custom Formula Folio Asset Allocation.

We rigorously screen money managers before implementing them into our customized asset allocation driven portfolios. Each manager must exhibit a strong history of delivering consistent, risk adjusted returns; as well as operate based on a strict rules based methodology.

The result is a portfolio that allows investors to confidently enjoy life knowing their investments are always being monitored to provide a perfect balance of return, risk management, and tax management.

Depending on the situation, facts, circumstances and goals of Taxpayers, certain sophisticated tax strategies might be recommended.

STEP 3 – ONGOING MONITORING & PORTFOLIO MANAGEMENT

Introducing Wealthguard™

Wealthguard™ is the first and only complete portfolio monitoring system. It watches all of your money, including accounts not managed by Focus 1 Advisors, to help protect your money from market risk.

The simplicity of WealthGuard™ is what also makes it so powerful. As an investor, you are able to set a WealthGuard™ Percentage. This is the maximum percentage you feel comfortable seeing an account decline from it’s highest closing value before having your advisor make a change to a more conservative investment mix.

This creates a defined plan, one that is specifically designed to help investors avoid making ill-timed mistakes, and truly protect the money you’ve worked hard to save.WealthGuard™ is provided to all Focus 1 Advisors clients, on all their investment accounts, at no additional cost. We even provide it for free on accounts you want to have monitored and protected that are not managed by an advisor, like your 401k, self managed investment accounts, and college savings plans.

How Does Wealthguard™ Work?

WealthGuard™ is one-of-a kind in that it does 3 things automatically to help protect your money.

  1. Gain Clarity – Get a single point of reference for protecting your entire net worth, the WealthGuard number. This simple reference means you always know where you stand, and that you’re always on track.
  2. Take Control – WealthGuard allows you and your advisor to set your exposure to market conditions and automatically trigger processes to adjust to the market.
  3. Increase Confidence – It’s easier to sleep at night knowing WealthGuard is automatically monitoring all your assets to help you protect your gains and guard against losses.

With WealthGuard, you and your advisor are better able to work together, to protect your complete financial picture.

At Focus 1, we have developed a streamlined and technologically advanced process to deliver sophisticated portfolio management to investors. Portfolios are custom tailored for each individual client using their unique financial goals.

Our proprietary asset allocation algorithm takes into account each client’s Risk Profile, Investment Objectives, and Tax Qualification of their investments. The algorithm then automatically optimizes the ideal blend of 7 unique investment strategies to create a Custom Formula Folio Asset Allocation.

We rigorously screen money managers before implementing them into our customized asset allocation driven portfolios. Each manager must exhibit a strong history of delivering consistent, risk adjusted returns; as well as operate based on a strict rules based methodology.

The result is a portfolio that allows investors to confidently enjoy life knowing their investments are always being monitored to provide a perfect balance of return, risk management, and tax management.

If want to learn how any of the above special situations might apply to you please call (310) 540-6197 or Schedule an Appointment with us today.