Contact Us About Your Unique Situation
If you're considering going independent - or simply choosing a new service provider or broker-dealer - we strongly encourage you to contact us before making these significant moves.
Because not only have we been through the process ourselves as advisors, we have helped dozens of others solve their unique issues and design their perfect business. We can help you to take a step back and think not just about what works today, but what will continue to work, well into the future. Make sure you're truly aware of all your options.
Once advisors grasp the impact of the solution we've created for them, we often hear them say, "I knew there had to be a company out there doing what you're doing. I just didn't have the time to find you" or even, "I wish I'd known about you three years ago; I wouldn't have had to create everything myself and I'd be much further ahead by now."
Do it right the first time.
Contact FocusPoint Solutions today.
What Our Advisors are Saying
“In my first four years alone, with the right support structure and systems, I doubled my revenues and assets under management. My back office support systems have allowed me to reduce staff positions, simplify my practice, and avoid the additional costs that this expansion would have caused. There is no way that I could afford a high level research team on my own. I let the experts be the experts and I continue to provide client service with a personal touch. FocusPoint Solutions is completely invisible to my clients; I function as the quarterback.”