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About Focus Partners

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.

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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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Education Planning

Education Planning

Funding a college education requires thoughtful planning to avoid or strategically manage student debt. That said, because the cost of higher education is often a moving target, knowing your options can be difficult. If you create a detailed approach for college funding, and know the right strategies, you can often get a great education without overpaying or accumulating more debt than necessary.

What you may be thinking:

  • When should I begin saving and how much should I be setting aside for education?
  • How much can I afford to help my children with college costs?
  • Will having a college savings fund subsequently reduce financial aid eligibility?
  • Should my children take out loans in their name or mine?
  • What are the criteria for qualifying for merit and need-based financial aid?

Our Approach

After guiding generations of clients through the college search and funding process, we know how to manage college costs, increase aid eligibility, determine the appropriate savings plans, and bring clarity to a process that’s typically anything but transparent. We can even help students discover respected schools that are generous with grants and scholarships as they compete for high-quality applicants.

How Focus Helps

Related Articles

See our latest thoughts and insights on Education Planning.

  • December 09, 2024

    Student Loan Repayment Outlook: What You Need to Know

    Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year. By putting in place a solid strategy now, borrowers can set themselves up for smoother repayments in 2025.

    Read the article

  • April 10, 2023

    Timely Strategies to Get Ahead of Student Loan Repayments

    While you can’t control the legal battles over student loan forgiveness, you can take advantage of several student loan programs in 2023.

    Read the article

  • February 27, 2023

    Funding a College Education with Taxes in Mind

    While 529 plans are a popular way to fund expensive college educations, Focus Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint. 

    Read the article
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