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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.

  • Tax Strategies

    November 10, 2025

    Save More on Taxes: Planning Strategies to Review Before Year-End

    Tax planning shouldn’t be a task to push off until April. Many of the most effective tax strategies need to be implemented before the year-end deadline. Discover key tax planning steps you can take now to stay ahead and keep more of your income.

    Read the article

  • Business Ownership

    October 01, 2025

    The One Big Beautiful Bill: Planning Opportunities for Clinicians and Practice Owners

    Three provisions in the One Big Beautiful Bill Act could impact tax planning for practitioners.

    Read the article

  • Estate & Trust

    March 17, 2025

    Costly Wealth Transfer Mistakes to Avoid

    Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.

    Read the article

  • Family Life & Transitions

    December 02, 2024

    Navigating Conversations About Inheritance With Adult Children

    Many families will be getting together this time of year, and adult children will be coming home for the holidays. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses a key financial conversation to have with them.

    Watch the video

  • Lifestyle Services

    October 13, 2023

    2023 Lifestyle Services Live Well and Thrive Webinar: Bucket List Living™ – Summer Travel Destinations to Plan Ahead

    Lifestyle Services travel provider Truvay Travel discuss the most in-demand travel destinations that you’ll want to start planning now.

    Watch the video

  • Next Gen

    June 29, 2023

    Your Journey to Financial Independence Day!

    What does financial independence mean to you and how do you plan to get there? Do you feel financially free right now or do you feel stuck or bound by your immediate circumstances? Let us kick off the 4th of July by celebrating your journey to financial independence.

    Read the article

  • Business Ownership

    April 21, 2023

    Small Business Tax Mistakes to Avoid

    For small business owners, a misstep in tax planning could result in a big, unforeseen bill. Stay on top of taxes by avoiding these common mistakes.

    Read the article

  • Investing

    February 01, 2023

    3 Financial Resolutions for the New Year

    Chief Investment Officer Kevin Grogan shares three easy financial resolutions to keep your bank account happy and protect your heirs in 2023 and beyond.

    Watch the video

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