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Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

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As passionate communicators and educators, we offer a variety of programs for our clients and community.

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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • March 02, 2026

    How To Maximize the Benefits of Your Health Savings Account (HSA)

    Learn how investors can maximize the benefits of an HSA through maximizing contributions, investing, and tax-efficient withdrawal planning.

    Read the article

  • March 03, 2025

    How to Navigate Rising Homeowners Insurance Costs

    With rates up 37.8% since 2019, rising home insurance costs can be challenging. The good news is homeowners have opportunities to manage them. Explore how your wealth advisor can help navigate insurance policy changes and protect your overall financial well-being.

    Read the article

  • November 18, 2024

    Cybersecurity and Social Media: Keeping Your Financial Information Safe

    Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.

    Read the article

  • September 04, 2024

    Long-Term Health Care: Exploring Your Options & Costs

    In this session, Chief Planning Officer Jeffrey Levine shares how to consider the need for long-term care into your financial plan.

    Watch the video

  • June 03, 2024

    Secure Your Next Adventure: Why Travel Insurance Shouldn't Be an Afterthought

    Out-of-pocket travel costs can have a big impact on our finances. Wealth Advisor Susan Chesson shares why you should not forget to add insurance to your packing list.

    Read the article

  • May 01, 2024

    Crisis Medicaid Planning: What Everyone Needs to Know

    In this interactive webinar, Chief Planning Officer Jeffrey Levine reviews why financially secure families should be aware of long-term care costs and how program benefits could play a role in their planning.

    Watch the video

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