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Education & Insights

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.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

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.

Retirement Plan for Businesses

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.

  • Lifestyle Services

    October 21, 2024

    Multi-Generational Getaways: Creating Lasting Memories for Every Age

    Lifestyle Services and Truvay Travel discuss how to plan a family vacation tailored to your group’s individual and collective needs, to create a lifetime of positive memories.

    Watch the video

  • Lifestyle Services

    May 03, 2024

    Lifestyle Services Presents: Family Dynamics: Managing Stress, Boundaries and Building Resilience

    Lifestyle Services and O’Connor Professional Group uncover the secrets to raising resilient adults.

    Watch the video

  • Lifestyle Services

    May 07, 2023

    Legacy Series: Threshold Questions For Familes

    The goal of this paper is to help you get structured for investment success

    Read the article

  • Family Life & Transitions

    February 07, 2022

    How to Save for Your Baby’s Future

    Saving for your baby’s future can benefit both you and your child. Whether you want to save money for college, a car, or another one of life’s many milestones, investing in your child’s future starts the day they’re born, or even before. As a new parent, you have many different concerns and responsibilities, and money is likely one of them.

    Read the article

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